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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
BW
551
BostonPremier Wealth
Massachusetts
$8.68M
JWCA
552
J.W. Cole Advisors
Florida
$8.66M
PWM
553
Partnership Wealth Management
Maryland
$8.65M
BEI
554
Benjamin Edwards Inc
Missouri
$8.65M
SAM
555
Sherman Asset Management
California
$8.61M
CCM
556
Canal Capital Management
Virginia
$8.59M
PPWP
557
Premier Path Wealth Partners
New Jersey
$8.59M
CNBTD
558
Citizens National Bank Trust Department
Mississippi
$8.58M
FMI
559
F/M Investments
District of Columbia
$8.58M
RIA
560
Richwood Investment Advisors
Ohio
$8.58M
OSAM
561
O'Shaughnessy Asset Management
Connecticut
$8.57M
AIMC
562
Alley Investment Management Company
Illinois
$8.55M
PSCM
563
Per Stirling Capital Management
Texas
$8.54M
MWM
564
Marietta Wealth Management
Georgia
$8.5M
EIG
565
Ellenbecker Investment Group
Wisconsin
$8.49M
GWM
566
Geneos Wealth Management
Colorado
$8.46M
EA
567
Enclave Advisors
Texas
$8.45M
UFA
568
Uptown Financial Advisors
Texas
$8.45M
BWS
569
Buck Wealth Strategies
Colorado
$8.44M
SWMG
570
Sard Wealth Management Group
Georgia
$8.43M
WGC
571
Watts Gwilliam & Co
Arizona
$8.42M
PGF
572
Plan Group Financial
Oklahoma
$8.37M
KFP
573
KMG Fiduciary Partners
Ohio
$8.35M
PFM
574
Peak Financial Management
Massachusetts
$8.32M
CV
575
Counterweight Ventures
North Carolina
$8.3M