ISHARES MORNINGSTAR SMALL-CA (ISCG) Institutional Ownership Changes & 13F Activity

ISHARES MORNINGSTAR SMALL-CA (ISCG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Osaic Holdings, Inc., Captrust Financial Advisors, Wells Fargo & Company/Mn, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+1,711+5.3%33,701$2.21MQ2 2026Sep 23, 2026
Smith Chas P & Associates Pa CpasSell-565-14.5%3,343$219.10KQ2 2026Sep 11, 2026
Archer Investment CorpBuy+82+6.5%1,352$88.61KQ2 2026Aug 19, 2026
Asset Allocation Strategies LlcSell-103-1.3%7,951$521.13KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+65+0.3%21,304$1.40MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+316,433—316,433$20.74MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-13,650-2.4%553,100$36.26MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-10,913-6.6%154,376$10.12MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-8,235-12.7%56,625$3.71MQ2 2026Aug 14, 2026
Gallagher Fiduciary Advisors, LlcSell-8,076-2.5%317,469$20.81MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+7,096+2.6%276,453$18.12MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+4,310+1.7%264,025$17.30MQ2 2026Aug 14, 2026
Keel Point, LlcBuy+3,613—3,613$236.80KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+3,277—3,277$214.78KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+2,955+59.7%7,902$517.93KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+2,693+1.7%158,473$10.39MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,850+17.1%12,651$813.85KQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcBuy+1,692+5.2%33,999$2.23MQ2 2026Aug 14, 2026
J.M. Arbour, LlcSell-405-5.0%7,689$503.94KQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+200+3.3%6,256$409.99KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-33-0.4%7,926$519.47KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-19-10.9%155$10.16KQ2 2026Aug 14, 2026
Captrust Financial AdvisorsSell-13,090-23.9%41,621$2.73MQ2 2026Aug 13, 2026
Mariner, LlcSell-8,016-5.7%132,530$8.69MQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+7,566—7,566$495.93KQ2 2026Aug 13, 2026
Fmr LlcBuy+6,743+54.0%19,230$1.26MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+3,538—3,538$231.87KQ2 2026Aug 13, 2026
Morgan StanleyBuy+2,655+1.0%262,779$17.22MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsBuy+1,591+11.4%15,528$1.02MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+450+34.9%1,741$114.11KQ2 2026Aug 13, 2026
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Frequently asked questions about ISCG activity

  • Which institutional owners are buying ISCG?

    Institutional owners buying ISCG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ISCG activity?

    "Buy" means an investor increased their reported position in ISCG compared to the prior reporting period. This reflects growing exposure to ISHARES MORNINGSTAR SMALL-CA (ISCG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ISCG increasing?

    Institutional interest in ISCG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.