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iShares Core S&P Small-Cap ETF

2,492 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, 983 increasing their positions, 1,050 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:

0.21% more ownership

Funds ownership: 72.39%72.6% (+0.21%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 983 | Existing positions reduced: 1,050

Holders
2,492
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
PWM
551
Partnership Wealth Management
Maryland
$8.65M
BEI
552
Benjamin Edwards Inc
Missouri
$8.65M
SAM
553
Sherman Asset Management
California
$8.61M
CCM
554
Canal Capital Management
Virginia
$8.59M
PPWP
555
Premier Path Wealth Partners
New Jersey
$8.59M
CNBTD
556
Citizens National Bank Trust Department
Mississippi
$8.58M
FMI
557
F/M Investments
District of Columbia
$8.58M
RIA
558
Richwood Investment Advisors
Ohio
$8.58M
OSAM
559
O'Shaughnessy Asset Management
Connecticut
$8.57M
AIMC
560
Alley Investment Management Company
Illinois
$8.55M
PSCM
561
Per Stirling Capital Management
Texas
$8.54M
MWM
562
Marietta Wealth Management
Georgia
$8.5M
EIG
563
Ellenbecker Investment Group
Wisconsin
$8.49M
GWM
564
Geneos Wealth Management
Colorado
$8.46M
EA
565
Enclave Advisors
Texas
$8.45M
UFA
566
Uptown Financial Advisors
Texas
$8.45M
BWS
567
Buck Wealth Strategies
Colorado
$8.44M
SWMG
568
Sard Wealth Management Group
Georgia
$8.43M
WGC
569
Watts Gwilliam & Co
Arizona
$8.42M
PGF
570
Plan Group Financial
Oklahoma
$8.37M
KFP
571
KMG Fiduciary Partners
Ohio
$8.35M
PFM
572
Peak Financial Management
Massachusetts
$8.32M
CV
573
Counterweight Ventures
North Carolina
$8.3M
SFI
574
SPC Financial Inc
Maryland
$8.28M
KP
575
Keel Point
Alabama
$8.2M