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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
TH
501
TCTC Holdings
Texas
$10.5M
WWM
502
Waterway Wealth Management
Texas
$10.5M
NFG
503
Nations Financial Group
Iowa
$10.5M
MYIA
504
Mount Yale Investment Advisors
Colorado
$10.5M
CNB
505
Camden National Bank
Maine
$10.4M
RA
506
RFG Advisory
Alabama
$10.3M
ET
507
Equitable Trust
Tennessee
$10.2M
MBI
508
May Barnhard Investments
Maryland
$10.2M
EFG
509
Embree Financial Group
Illinois
$10.2M
GWM
510
Global Wealth Management
New Jersey
$10.1M
PFA
511
Pettinga Financial Advisors
Indiana
$10.1M
IA
512
IFS Advisors
Kansas
$10M
BHBT
513
Burke & Herbert Bank & Trust
Virginia
$10M
HWM
514
HighMark Wealth Management
Minnesota
$10M
FHC
515
First Horizon Corporation
Tennessee
$10M
Retirement Systems of Alabama
516
Retirement Systems of Alabama
Alabama
$9.94M
HAC
517
Harbor Advisory Corp
New Hampshire
$9.94M
CWM
518
CCG Wealth Management
California
$9.89M
FA
519
FDx Advisors
Illinois
$9.86M
PVAMC
520
PPS&V Asset Management Consultants
Michigan
$9.82M
MWM
521
Magnolia Wealth Management
Alabama
$9.79M
SWA
522
Sax Wealth Advisors
New Jersey
$9.77M
JWBC
523
J.W. Burns & Co
New York
$9.71M
BFS
524
Burkett Financial Services
South Carolina
$9.69M
TYCC
525
Texas Yale Capital Corp
Florida
$9.68M