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iShares Core S&P Small-Cap ETF

2,491 hedge funds and large institutions have $62.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 984 increasing their positions, 1,049 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: $ → $

more funds holding

Funds holding:

0.22% more ownership

Funds ownership: 72.39%72.61% (+0.22%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 1,049

Holders
2,491
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
296
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$40.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2526
IBEX Wealth Advisors
New Jersey
FMTC
2527
Farmers & Merchants Trust Company
California
OAS
2528
Optivise Advisory Services
Tennessee
BWM
2529
Brown Wealth Management
Illinois
NFG
2530
Nadler Financial Group
Illinois
LMKC
2531
L.M. Kohn & Company
Ohio
NCM
2532
Novare Capital Management
North Carolina
Tudor Investment Corp
2533
Tudor Investment Corp
Connecticut
TI
2534
Trexquant Investment
Connecticut
3AM
2535
3EDGE Asset Management
Florida
CAMV
2536
Concord Asset Management (Virginia)
Virginia
SCM
2537
Sollinda Capital Management
Florida
PWM
2538
Palumbo Wealth Management
New York
PCG
2539
Prosperity Consulting Group
Maryland
CW
2540
Channel Wealth
California
NWAG
2541
Net Worth Advisory Group
Utah
PWM
2542
Paulson Wealth Management
Illinois
TA
2543
TrueWealth Advisors
Alabama
WC
2544
Weil Company
California
LWM
2545
LeConte Wealth Management
Tennessee
PNC
2546
Park National Corp
Ohio
Fayez Sarofim & Co
2547
Fayez Sarofim & Co
Texas
BPCE
2548
Bank Pictet & Cie (Europe)
Germany
CPA
2549
Compass Planning Associates
Massachusetts
DWM
2550
Dogwood Wealth Management
Kansas