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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
MWM
651
Meridian Wealth Management
Kentucky
$6.71M
HFS
652
Hopwood Financial Services
Virginia
$6.69M
AIM
653
Allen Investment Management
New York
$6.69M
EL
654
EQ LLC
Washington
$6.69M
TCWA
655
Turtle Creek Wealth Advisors
Texas
$6.68M
BCM
656
Boltwood Capital Management
California
$6.67M
BA
657
Ballew Advisors
Mississippi
$6.66M
PL
658
Parthenon LLC
Kentucky
$6.64M
TCM
659
Telos Capital Management
California
$6.64M
UFPG
660
United Financial Planning Group
New York
$6.59M
MWA
661
Muirfield Wealth Advisors
North Carolina
$6.57M
FNBOH
662
First National Bank of Hutchinson
Kansas
$6.56M
VA
663
Vestwell Advisors
New York
$6.56M
OCM
664
One Capital Management
California
$6.55M
PPWM
665
Paragon Private Wealth Management
Kentucky
$6.54M
SI
666
Stephens Inc
Arkansas
$6.48M
CAC
667
Certified Advisory Corp
Florida
$6.48M
CWG
668
Cornerstone Wealth Group
North Carolina
$6.45M
IAA
669
Ironsides Asset Advisors
North Carolina
$6.44M
AWMG
670
Alliance Wealth Management Group
New Jersey
$6.39M
SW
671
SlateStone Wealth
Florida
$6.34M
PD
672
Planning Directions
Pennsylvania
$6.32M
Empower Advisory Group
673
Empower Advisory Group
Colorado
$6.32M
PFG
674
Pacific Financial Group
Washington
$6.29M
MFA
675
Mayflower Financial Advisors
Massachusetts
$6.28M