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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
AIM
651
Allen Investment Management
New York
$6.69M
EL
652
EQ LLC
Washington
$6.69M
TCWA
653
Turtle Creek Wealth Advisors
Texas
$6.68M
BCM
654
Boltwood Capital Management
California
$6.67M
BA
655
Ballew Advisors
Mississippi
$6.66M
PL
656
Parthenon LLC
Kentucky
$6.64M
TCM
657
Telos Capital Management
California
$6.64M
UFPG
658
United Financial Planning Group
New York
$6.59M
MWA
659
Muirfield Wealth Advisors
North Carolina
$6.57M
FNBOH
660
First National Bank of Hutchinson
Kansas
$6.56M
VA
661
Vestwell Advisors
New York
$6.56M
OCM
662
One Capital Management
California
$6.55M
PPWM
663
Paragon Private Wealth Management
Kentucky
$6.54M
SI
664
Stephens Inc
Arkansas
$6.48M
CAC
665
Certified Advisory Corp
Florida
$6.48M
CWG
666
Cornerstone Wealth Group
North Carolina
$6.45M
IAA
667
Ironsides Asset Advisors
North Carolina
$6.44M
AWMG
668
Alliance Wealth Management Group
New Jersey
$6.39M
SW
669
SlateStone Wealth
Florida
$6.34M
PD
670
Planning Directions
Pennsylvania
$6.32M
Empower Advisory Group
671
Empower Advisory Group
Colorado
$6.32M
PFG
672
Pacific Financial Group
Washington
$6.29M
MFA
673
Mayflower Financial Advisors
Massachusetts
$6.28M
1WM
674
1900 Wealth Management
Texas
$6.26M
BWCS
675
Beirne Wealth Consulting Services
Connecticut
$6.26M