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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
CTA
776
Colonial Trust Advisors
South Carolina
$4.73M
AWM
777
Avior Wealth Management
Nebraska
$4.68M
TCG
778
Transcendent Capital Group
Oklahoma
$4.67M
WFAG
779
Wescott Financial Advisory Group
Pennsylvania
$4.63M
SAG
780
SageView Advisory Group
California
$4.6M
CPRC
781
Consolidated Portfolio Review Corp
New York
$4.59M
EA
782
Emerald Advisors
Washington
$4.59M
WPC
783
Wedmont Private Capital
Pennsylvania
$4.58M
PAG
784
Private Advisory Group
Washington
$4.58M
EW
785
Elyxium Wealth
California
$4.57M
SOS
786
Silver Oak Securities
Tennessee
$4.57M
ASW
787
Astoria Strategic Wealth
Texas
$4.55M
HH
788
Hilltop Holdings
Texas
$4.55M
PAM
789
Palisade Asset Management
Minnesota
$4.54M
MCA
790
Magnolia Capital Advisors
Mississippi
$4.53M
CPSC
791
Carl P. Sherr & Co
Massachusetts
$4.53M
LFAS
792
Level Four Advisory Services
Texas
$4.52M
MA
793
Mutual Advisors
Nebraska
$4.52M
SIAM
794
Sterling Investment Advisors (Missouri)
Missouri
$4.52M
CW
795
CreativeOne Wealth
Kansas
$4.52M
LKWM
796
Lee-Kelleher Wealth Management
Maryland
$4.51M
PBO
797
Peoples Bank (Ohio)
Ohio
$4.51M
CBA
798
Coastal Bridge Advisors
Connecticut
$4.49M
UFAC
799
Urban Financial Advisory Corp
Illinois
$4.48M
GMA
800
Glassy Mountain Advisors
Maryland
$4.48M