ISCG

Ishares Morningstar Small-ca

+$27.0M

Net Activity

Institutions Holding

158

Popularity Rank

#3461

Avg Weight

0.21%

Total Value

$516.5M

Ownership Trend

158 institutions currently hold ISCG, with 90 net buyers and 60 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

60

Net Buying Institutions

90

Key Holders

Key Holders

Top 5 by Value

FP
Focus Partners Wealth
$52.4M
JC
Jpmorgan Chase & Co
$44.9M
LF
LPL Financial LLC
$34.7M
OH
Osaic Holdings, INC.
$31.1M
NM
Northwestern Mutual Wealth Management Co
$29.7M

Top 5 by Conviction

IA
Ipsen Advisor Group LLC
4.43%
SL
Systelligence, LLC
2.78%
NA
NorthStar Asset Management LLC /NJ/
2.76%
VD
Van Diest Capital, LLC
2.52%
MA
MRA Advisory Group
2.45%
View all 158 holding institutions

Quarterly Activity

Recent Activity

+$294.0M

Total Buy Value

$262.8M

Total Sell Value

New buy21
Trim45
Add69
Sold out15

90

Net Buyers

60

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES MORNINGSTAR SMALL-CA (ISCG)?
Major stakeholders currently include Focus Partners Wealth ($52.4M), Jpmorgan Chase & Co ($44.9M), LPL Financial LLC ($34.7M). Based on the latest 13F filings, there are a total of 158 tracked investment funds and institutions maintaining positions in ISCG.
What is the overall institutional sentiment toward ISCG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $27.0M, driven by 90 managers accumulating shares while 60 reduced their exposure.
Which institutions have been selling or reducing their ISCG positions?
In the latest period, 45 funds trimmed their holdings, and 15 managers completely exited their positions. The aggregate reported sell value was $262.8M.
Are there any notable investors adding ISCG to their portfolios?
Yes, buying activity remains notable. 21 institutions opened new positions in {ticker}, and 69 existing holders added to their shares. The total reported buy value for the quarter amounted to $294.0M.

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