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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
OPWM
251
Oakwell Private Wealth Management
Texas
$25.1M
SMC
252
Smith, Moore & Co
Missouri
$24.9M
YCM
253
Yousif Capital Management
Michigan
$24.8M
VP
254
Verum Partners
North Carolina
$24.8M
KLI
255
Kelman-Lazarov Inc
Tennessee
$24.3M
1SB
256
1ST Source Bank
Indiana
$24M
CVSC
257
C.V. Starr & Co
New York
$23.8M
HTIM
258
Harbour Trust & Investment Management
Indiana
$23.8M
CI
259
Constellation Investments
Ohio
$23.8M
GIA
260
Gladstone Institutional Advisory
Florida
$23.7M
CRC
261
Curi RMB Capital
Illinois
$23.7M
NL
262
Navalign LLC
California
$23.5M
KWMG
263
King Wealth Management Group
Florida
$23.5M
RFP
264
Roth Financial Partners
Texas
$23.4M
PFP
265
Pinnacle Financial Partners
Tennessee
$23.3M
WPA
266
West Paces Advisors
Georgia
$23.3M
PAI
267
Pittenger & Anderson Inc
Nebraska
$23.1M
SB
268
Simmons Bank
Arkansas
$23.1M
PWM
269
Perigon Wealth Management
California
$23M
CIC
270
Cutler Investment Counsel
Oregon
$22.9M
FMN
271
Financial Management Network
California
$22.7M
PFA
272
Pathway Financial Advisors
Vermont
$22.7M
SPC
273
Sigma Planning Corp
Michigan
$22.6M
NW
274
NewEdge Wealth
Pennsylvania
$22.6M
Mackenzie Financial
275
Mackenzie Financial
Ontario, Canada
$22M