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iShares Core S&P Small-Cap ETF

2,508 hedge funds and large institutions have $62.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 989 increasing their positions, 1,055 reducing their positions, and 86 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:

0.74% more ownership

Funds ownership: 72.39%73.13% (+0.74%)

0% less funds holding in top 10

Funds holding in top 10: 299298 (-1)

6% less repeat investments, than reductions

Existing positions increased: 989 | Existing positions reduced: 1,055

Holders
2,508
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
298
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
3AM
2551
3EDGE Asset Management
Florida
CAMV
2552
Concord Asset Management (Virginia)
Virginia
SCM
2553
Sollinda Capital Management
Florida
PWM
2554
Palumbo Wealth Management
New York
PCG
2555
Prosperity Consulting Group
Maryland
CW
2556
Channel Wealth
California
NWAG
2557
Net Worth Advisory Group
Utah
PWM
2558
Paulson Wealth Management
Illinois
TA
2559
TrueWealth Advisors
Alabama
WC
2560
Weil Company
California
LWM
2561
LeConte Wealth Management
Tennessee
PNC
2562
Park National Corp
Ohio
Fayez Sarofim & Co
2563
Fayez Sarofim & Co
Texas
BPCE
2564
Bank Pictet & Cie (Europe)
Germany
CPA
2565
Compass Planning Associates
Massachusetts
DWM
2566
Dogwood Wealth Management
Kansas
LAM
2567
L2 Asset Management
Massachusetts
LWA
2568
Lantern Wealth Advisors
New York
NA
2569
Novus Advisors
South Carolina
FTUS
2570
Flow Traders U.S.
New York
KNW
2571
Kesler Norman & Wride
Utah
SWGC
2572
Summit Wealth Group (Colorado)
Colorado
NWM
2573
Northwest Wealth Management
Iowa
GLA
2574
Great Lakes Advisors
Illinois
BCMLT
2575
Beacon Capital Management LLC (Tennessee)
Tennessee