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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
PFM
701
Phillips Financial Management
Indiana
$5.84M
CCB
702
Country Club Bank
Missouri
$5.79M
MLIC
703
Mandatum Life Insurance Company
Finland
$5.79M
AFS
704
Aft Forsyth & Sober
Florida
$5.78M
WFA
705
Wellspring Financial Advisors
Ohio
$5.75M
CIC
706
Carnegie Investment Counsel
Ohio
$5.7M
DWM
707
Dakota Wealth Management
Florida
$5.66M
LF
708
Lee Financial
Texas
$5.65M
AFS
709
AFG Fiduciary Services
Massachusetts
$5.64M
ISWM
710
Independent Solutions Wealth Management
New York
$5.63M
SWM
711
Spire Wealth Management
Virginia
$5.62M
GWM
712
Graybill Wealth Management
Illinois
$5.61M
KWM
713
Kingsview Wealth Management
Oregon
$5.6M
FPAS
714
Focus Partners Advisor Solutions
Missouri
$5.59M
RhumbLine Advisers
715
RhumbLine Advisers
Massachusetts
$5.57M
OGF
716
Orin Green Financial
California
$5.57M
HLCM
717
Hi-Line Capital Management
South Dakota
$5.55M
TW
718
TritonPoint Wealth
Maryland
$5.52M
KAS
719
KPP Advisory Services
Kentucky
$5.52M
PTC
720
Private Trust Company
Ohio
$5.51M
GVAG
721
Great Valley Advisor Group
Delaware
$5.47M
VFPW
722
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.45M
CCA
723
Coign Capital Advisors
Utah
$5.43M
RA
724
Resolute Advisors
California
$5.38M
CPC
725
Consolidated Planning Corp
Georgia
$5.37M