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iShares Core S&P Small-Cap ETF

2,473 hedge funds and large institutions have $62B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 977 increasing their positions, 1,040 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

0% less funds holding

Funds holding: 2,4782,473 (-5)

6% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,040

2% less funds holding in top 10

Funds holding in top 10: 298293 (-5)

Holders
2,473
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
293
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$39.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2526
LeConte Wealth Management
Tennessee
PNC
2527
Park National Corp
Ohio
Fayez Sarofim & Co
2528
Fayez Sarofim & Co
Texas
BPCE
2529
Bank Pictet & Cie (Europe)
Germany
CPA
2530
Compass Planning Associates
Massachusetts
DWM
2531
Dogwood Wealth Management
Kansas
LAM
2532
L2 Asset Management
Massachusetts
LWA
2533
Lantern Wealth Advisors
New York
NA
2534
Novus Advisors
South Carolina
FTUS
2535
Flow Traders U.S.
New York
KNW
2536
Kesler Norman & Wride
Utah
SWGC
2537
Summit Wealth Group (Colorado)
Colorado
NWM
2538
Northwest Wealth Management
Iowa
GLA
2539
Great Lakes Advisors
Illinois
BCMLT
2540
Beacon Capital Management LLC (Tennessee)
Tennessee
TPWA
2541
Twin Peaks Wealth Advisors
California
HT
2542
Headlands Technologies
Illinois
WWM
2543
Wagner Wealth Management
South Carolina
Fuller & Thaler Asset Management
2544
Fuller & Thaler Asset Management
California
IWA
2545
Icon Wealth Advisors
Texas
DCM
2546
Disciplina Capital Management
Tennessee
MM
2547
Main Management
California
BFP
2548
Briaud Financial Planning
Texas
WTFG
2549
Wood Tarver Financial Group
Idaho
T
2550
Transce3nd
Texas