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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
NLWP
476
Next Level Wealth Planning
Idaho
$11.2M
EWM
477
Evermay Wealth Management
Virginia
$11.2M
PA
478
Parallel Advisors
California
$11.2M
CL
479
Choreo LLC
Illinois
$11.1M
BNP Paribas Financial Markets
480
BNP Paribas Financial Markets
France
$11.1M
CWA
481
Canvas Wealth Advisors
Kansas
$11.1M
CCM
482
Condor Capital Management
New Jersey
$11M
TWP
483
TFO Wealth Partners
Ohio
$11M
GSIS
484
Global Strategic Investment Solutions
Arizona
$11M
CIAS
485
Capital Investment Advisory Services
North Carolina
$11M
FG
486
Fiduciary Group
Georgia
$10.9M
IA
487
IFP Advisors
Florida
$10.7M
SFG
488
Somnio Financial Group
Connecticut
$10.7M
RWS
489
Rochester Wealth Strategies
Michigan
$10.7M
TDWM
490
Topel & Distasi Wealth Management
California
$10.7M
KPWG
491
KFA Private Wealth Group
Virginia
$10.7M
CSIC
492
Clifford Swan Investment Counsel
California
$10.7M
CT
493
Caldwell Trust
Florida
$10.6M
BWIA
494
Bryant Woods Investment Advisors
New York
$10.6M
SDAM
495
Shulman DeMeo Asset Management
New York
$10.5M
IWMA
496
Ironwood Wealth Management (Arizona)
Arizona
$10.5M
BFA
497
Bright Financial Advisors
Michigan
$10.5M
HR
498
Howe & Rusling
New York
$10.5M
FCP
499
Fidelis Capital Partners
Florida
$10.5M
RSWM
500
Robertson Stephens Wealth Management
California
$10.5M