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iShares Core S&P Small-Cap ETF

2,492 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, 983 increasing their positions, 1,050 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:

0.21% more ownership

Funds ownership: 72.39%72.6% (+0.21%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 983 | Existing positions reduced: 1,050

Holders
2,492
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
DWM
2551
Dogwood Wealth Management
Kansas
LAM
2552
L2 Asset Management
Massachusetts
LWA
2553
Lantern Wealth Advisors
New York
NA
2554
Novus Advisors
South Carolina
FTUS
2555
Flow Traders U.S.
New York
KNW
2556
Kesler Norman & Wride
Utah
SWGC
2557
Summit Wealth Group (Colorado)
Colorado
NWM
2558
Northwest Wealth Management
Iowa
GLA
2559
Great Lakes Advisors
Illinois
BCMLT
2560
Beacon Capital Management LLC (Tennessee)
Tennessee
TPWA
2561
Twin Peaks Wealth Advisors
California
HT
2562
Headlands Technologies
Illinois
WWM
2563
Wagner Wealth Management
South Carolina
Fuller & Thaler Asset Management
2564
Fuller & Thaler Asset Management
California
IWA
2565
Icon Wealth Advisors
Texas
DCM
2566
Disciplina Capital Management
Tennessee
MM
2567
Main Management
California
BFP
2568
Briaud Financial Planning
Texas
WTFG
2569
Wood Tarver Financial Group
Idaho
T
2570
Transce3nd
Texas
GWM
2571
Gitterman Wealth Management
New Jersey
WAG
2572
Windsor Advisory Group
Ohio
CICI
2573
Capital Investment Counsel Inc
North Carolina
MS
2574
Marshall & Sullivan
Washington
IRC
2575
Investors Research Corp
Georgia