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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, 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
2,492
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
PCM
626
Park Capital Management
Wisconsin
$7.07M
LPT
627
Legacy Private Trust
Wisconsin
$7.06M
ABC
628
Associated Banc-Corp
Wisconsin
$7.05M
BSAM
629
Blue Square Asset Management
New York
$7.05M
SS
630
Sunbelt Securities
Texas
$7.04M
OAM
631
Oppenheimer Asset Management
New York
$7.01M
SAM
632
Smithbridge Asset Management
Pennsylvania
$7M
MPW
633
Melone Private Wealth
Michigan
$6.99M
DWM
634
Drive Wealth Management
Utah
$6.98M
LWM
635
Latko Wealth Management
Illinois
$6.98M
CFO
636
Capitol Family Office
Oregon
$6.94M
KNFPWM
637
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$6.93M
BFO
638
Boston Family Office
Massachusetts
$6.93M
CAG
639
Csenge Advisory Group
Florida
$6.9M
SW
640
SVB Wealth
Massachusetts
$6.88M
MAA
641
Matrix Asset Advisors
New York
$6.86M
SS
642
Sound Stewardship
Kansas
$6.82M
LA
643
Lynch & Associates
Indiana
$6.82M
GWMIA
644
Global Wealth Management Investment Advisory
Florida
$6.75M
CBB
645
Citizens Business Bank
California
$6.74M
CAM
646
Cozad Asset Management
Illinois
$6.73M
BFIM
647
Beese Fulmer Investment Management
Ohio
$6.72M
SC
648
Stephenson & Company
California
$6.71M
MWM
649
Meridian Wealth Management
Kentucky
$6.71M
HFS
650
Hopwood Financial Services
Virginia
$6.69M