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iShares Core S&P Small-Cap ETF

2,504 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, 987 increasing their positions, 1,054 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 ownership

Funds ownership:

1% more funds holding

Funds holding: 2,4872,504 (+17)

0% less funds holding in top 10

Funds holding in top 10: 299298 (-1)

6% less repeat investments, than reductions

Existing positions increased: 987 | Existing positions reduced: 1,054

Holders
2,504
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
RSWM
501
Robertson Stephens Wealth Management
California
$10.5M
TH
502
TCTC Holdings
Texas
$10.5M
WWM
503
Waterway Wealth Management
Texas
$10.5M
NFG
504
Nations Financial Group
Iowa
$10.5M
MYIA
505
Mount Yale Investment Advisors
Colorado
$10.5M
CNB
506
Camden National Bank
Maine
$10.4M
RA
507
RFG Advisory
Alabama
$10.3M
ET
508
Equitable Trust
Tennessee
$10.2M
MBI
509
May Barnhard Investments
Maryland
$10.2M
EFG
510
Embree Financial Group
Illinois
$10.2M
GWM
511
Global Wealth Management
New Jersey
$10.1M
PFA
512
Pettinga Financial Advisors
Indiana
$10.1M
IA
513
IFS Advisors
Kansas
$10M
BHBT
514
Burke & Herbert Bank & Trust
Virginia
$10M
HWM
515
HighMark Wealth Management
Minnesota
$10M
FHC
516
First Horizon Corporation
Tennessee
$10M
Retirement Systems of Alabama
517
Retirement Systems of Alabama
Alabama
$9.94M
HAC
518
Harbor Advisory Corp
New Hampshire
$9.94M
CWM
519
CCG Wealth Management
California
$9.89M
FA
520
FDx Advisors
Illinois
$9.86M
PVAMC
521
PPS&V Asset Management Consultants
Michigan
$9.82M
MWM
522
Magnolia Wealth Management
Alabama
$9.79M
SWA
523
Sax Wealth Advisors
New Jersey
$9.77M
JWBC
524
J.W. Burns & Co
New York
$9.71M
BFS
525
Burkett Financial Services
South Carolina
$9.69M