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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
TCA
276
Trifecta Capital Advisors
Illinois
$22M
DCM
277
Dimension Capital Management
Florida
$21.8M
QCG
278
Quadrant Capital Group
Ohio
$21.8M
LFS
279
Lutz Financial Services
Nebraska
$21.4M
CWA
280
CJM Wealth Advisers
Virginia
$21.4M
AWM
281
Apollon Wealth Management
South Carolina
$21.3M
Two Sigma Investments
282
Two Sigma Investments
New York
$21.3M
ST
283
Smithfield Trust
Pennsylvania
$21.2M
PWMAG
284
Pinnacle Wealth Management Advisory Group
New Jersey
$21.1M
EW
285
Enzi Wealth
Texas
$21M
HG
286
Harbor Group
New Hampshire
$21M
CA
287
Cornerstone Advisory
Maryland
$21M
IWC
288
Integrated Wealth Concepts
Massachusetts
$20.9M
CGA
289
Crescent Grove Advisors
Illinois
$20.8M
TODC
290
Trustees of Dartmouth College
New Hampshire
$20.7M
FFW
291
Fusion Family Wealth
New York
$20.7M
SAM
292
Summit Asset Management
Tennessee
$20.6M
EAMA
293
EFG Asset Management (Americas)
Florida
$20.6M
CFA
294
CWS Financial Advisors
Michigan
$20.6M
VFIC
295
Valley Forge Investment Consultants
Pennsylvania
$20.6M
CCM
296
Cambridge Capital Management
Illinois
$20.5M
TCM
297
Twele Capital Management
Minnesota
$20.5M
PAS
298
PKS Advisory Services
New York
$20.5M
LIA
299
LBMC Investment Advisors
Tennessee
$20.4M
ECM
300
Evergreen Capital Management
Washington
$20.3M