Who Owns iShares Morningstar Small-Cap ETF (ISCB)?Hedge Fund & Institutional Holders

$64.81+0.01 (+0.01%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.000000300000025e+263T

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

$47.12$52.83$58.55$64.26$69.98Sep 24Jun 25Mar 26

ISCB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Goldstein Advisors, LLCNew Position+38K+$2.5B
Gladstone Institutional Advisory LLCNew Position+37K+$2.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+34K+$2.0B
Richwood Investment Advisors, LLCNew Position+10K+$667.0M
JIM SAULNIER & ASSOCIATES, LLCNew Position+10K+$660.0M
PARSONS CAPITAL MANAGEMENT INC/RINew Position+6K+$401.0M
New Insight Wealth AdvisorsNew Position+6K+$375.0M
Christensen, King & Associates Investment Services, Inc.New Position+5K+$310.0M
SMITH CHAS P & ASSOCIATES PA CPASNew Position+3K+$207.0M
COMERICA BANKIncreased+3K+$175.8M
WPG Advisers, LLCNew Position+2K+$105.0M
Geneos Wealth Management Inc.New Position+1K+$83.0M
Spire Wealth ManagementNew Position+281+$18.0M
FLAGSTAR ADVISORS INCIncreased+54+$12.2M
GUARDIAN WEALTH ADVISORS, LLC / NCIncreased+16+$7.0M

ISCB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ROYAL BANK OF CANADADecreased-2K-$853.0M
MERCER GLOBAL ADVISORS INC /ADVDecreased-80-$663.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-5K-$658.1M
LEVEL FOUR ADVISORY SERVICES, LLCDecreased-471-$553.6M
Apexium Financial, LPClosed Position-8K-$527.2M
Private Advisor Group, LLCDecreased-30-$443.0M
AMERIPRISE FINANCIAL INCDecreased-897-$433.3M
Steward Partners Investment Advisory, LLCDecreased-18-$365.3M
CITIGROUP INCDecreased-506-$166.4M
Brand Asset Management Group, Inc.Decreased-1K-$53.4M
MATRIX PRIVATE CAPITAL GROUP LLCClosed Position-792-$50.2M
Opulen Financial Group LLCDecreased-538-$25.2M
UBS Group AGDecreased-853-$20.7M
Global Wealth Strategies & AssociatesDecreased-101-$6.1M
ASSETMARK, INCDecreased-66-$3.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/63,400$4.0B0.29%Share
2WELLS FARGO & COMPANY/MN51,863$3.0B0.55%Share
3Goldstein Advisors, LLC38,158$2.5B0.28%Share
4CITADEL ADVISORS LLC33,922$2.0B0.30%Share
5GOLDMAN SACHS GROUP INC43,648$2.0B0.25%Share
6Gladstone Institutional Advisory LLC36,540$2.0B0.08%Share
7COMMONWEALTH EQUITY SERVICES, LLC34,485$2.0B2.67%Share
8Brand Asset Management Group, Inc.22,853$1.5B0.42%Share
9UBS Group AG21,640$1.4B0.23%Share
10WELLS FARGO & COMPANY/MN19,534$1.0B0.18%Share
11AMERIPRISE FINANCIAL INC21,268$1.0B0.23%Share
12MERCER GLOBAL ADVISORS INC /ADV26,138$1.0B1.52%Share
13Rockefeller Capital Management L.P.29,004$1.0B1.80%Share
14RAYMOND JAMES FINANCIAL INC16,355$1.0B0.31%Share
15KFA Private Wealth Group, LLC10,679$694.0M0.17%Share
16Richwood Investment Advisors, LLC9,579$667.0M0.48%Share
17JIM SAULNIER & ASSOCIATES, LLC10,153$660.0M0.34%Share
18Opulen Financial Group LLC6,181$401.0M0.29%Share
19PARSONS CAPITAL MANAGEMENT INC/RI6,180$401.0M0.02%Share
20New Insight Wealth Advisors5,783$375.0M0.13%Share
21PPS&V ASSET MANAGEMENT CONSULTANTS, INC.5,755$374.0M0.22%Share
22FLAGSTAR ADVISORS INC5,711$371.0M0.12%Share
23Christensen, King & Associates Investment Services, Inc.4,775$310.0M0.13%Share
24GUARDIAN WEALTH ADVISORS, LLC / NC4,021$261.0M0.02%Share
25COMERICA BANK3,791$246.0M0.98%Share
26Strategic Financial Planning, Inc.3,580$232.0M0.13%Share
27SMITH CHAS P & ASSOCIATES PA CPAS3,184$207.0M0.01%Share
28WPG Advisers, LLC1,616$105.0M0.08%Share
29Farther Finance Advisors, LLC1,552$100.0M1.07%Share
30Geneos Wealth Management Inc.1,278$83.0M0.00%Share
31ASSETMARK, INC1,148$74.0M0.15%Share
32NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,284,835$38.0M0.02%Share
33Global Wealth Strategies & Associates500$32.0M0.01%Share
34MORGAN STANLEY360,612$23.0M0.00%Share
35Spire Wealth Management281$18.0M0.00%Share
36Cetera Investment Advisers270,042$17.0M0.02%Share
37Wealth Watch Advisors, INC188$12.0M0.00%Share
38LPL Financial LLC178,349$11.0M0.00%Share
39Sunbelt Securities, Inc.80$5.0M0.00%Share
40Archer Investment Corp92$5.0M0.00%Share
41CHOREO, LLC24,869$1.6M0.02%Share
42HighTower Advisors, LLC24,554$1.0M0.00%Share
43Legacy Wealth Partners, LLC8,618$560K0.14%Share
44Perigon Wealth Management, LLC7,590$493K0.01%Share
45Pathway Financial Advisors LLC4,350$293K0.04%Share
46BARTLETT & CO. WEALTH MANAGEMENT LLC3,600$234K0.00%Share
47Merit Financial Group, LLC3,529$229K0.00%Share
48WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,211$216K0.00%Share
49NBC SECURITIES, INC.2,325$151K0.01%Share
50CWM, LLC1,677$109K0.00%Share

ISCB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202584$31.1B+27
Q3 202557$61.3B-14
Q2 202571$63.7B-10
Q1 202581$72.3B+8
Q4 202473$7.4T+12
Q3 202461$12.1T+0
Q2 202461$5.8T-1
Q1 202462$5.5T—

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As of Q4 2025, 50 institutional investors hold ISCB (iShares Morningstar Small-Cap ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $4.0B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own ISCB?

As of Q4 2025, 50 institutional investors report holding ISCB (iShares Morningstar Small-Cap ETF) in their 13F filings.

Who is the largest institutional holder of ISCB?

The largest institutional holder of ISCB is BANK OF AMERICA CORP /DE/ with $4.0B in shares.

Is institutional ownership of ISCB increasing or decreasing?

This quarter, 12 institutions opened new positions in ISCB and 2 closed their positions.