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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
TFA
326
Transamerica Financial Advisors
Florida
$18.7M
SFWA
327
Summit Financial Wealth Advisors
Louisiana
$18.7M
YIA
328
YHB Investment Advisors
Connecticut
$18.7M
IWMWV
329
Ironwood Wealth Management (West Virginia)
West Virginia
$18.7M
RWP
330
RWA Wealth Partners
Massachusetts
$18.6M
CWMK
331
Caliber Wealth Management (Kansas)
Kansas
$18.6M
FNBT
332
FineMark National Bank & Trust
Florida
$18.4M
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$18.3M
MAM
334
Mullooly Asset Management
New Jersey
$18.3M
CPIG
335
Chicago Partners Investment Group
Illinois
$18.2M
Prudential Financial
336
Prudential Financial
New Jersey
$18.2M
MCWS
337
McKinley Carter Wealth Services
West Virginia
$18.2M
GA
338
GFS Advisors
Texas
$18.2M
CCA
339
Conservest Capital Advisors
Pennsylvania
$18.2M
SB
340
Sunflower Bank
Texas
$18M
NC
341
NewSquare Capital
Pennsylvania
$17.9M
BOS
342
Bank of Stockton
California
$17.9M
CSP
343
Cary Street Partners
Virginia
$17.7M
SWP
344
Sagespring Wealth Partners
Tennessee
$17.6M
SF
345
Summit Financial
New Jersey
$17.6M
FA
346
Fiducient Advisors
Illinois
$17.5M
AWA
347
Arkadios Wealth Advisors
Georgia
$17.5M
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$17.4M
LPAM
349
Lodestar Private Asset Management
California
$17.4M
BPA
350
Beacon Pointe Advisors
California
$17.4M