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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
SSWM
801
Sheets Smith Wealth Management
North Carolina
$4.47M
MPCA
802
Madison Park Capital Advisors
Washington
$4.46M
LFP
803
Lakeshore Financial Planning
Michigan
$4.45M
IAS
804
IMA Advisory Services
Colorado
$4.44M
MFG
805
Midwest Financial Group
Kansas
$4.43M
ST
806
Spinnaker Trust
Maine
$4.41M
VCA
807
Verdence Capital Advisors
Maryland
$4.41M
FIA
808
Foundations Investment Advisors
Arizona
$4.4M
MUAMU
809
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.4M
PIA
810
Perennial Investment Advisors
California
$4.38M
LSIA
811
LaSalle St. Investment Advisors
Illinois
$4.37M
SMA
812
Sage Mountain Advisors
Georgia
$4.37M
EWM
813
Evercore Wealth Management
New York
$4.36M
GWS
814
Greykasell Wealth Strategies
California
$4.34M
GWP
815
Gateway Wealth Partners
Wisconsin
$4.34M
MCI
816
MRP Capital Investments
Georgia
$4.32M
SPFA
817
Summit Place Financial Advisors
New Jersey
$4.32M
MAFA
818
MJT & Associates Financial Advisory
Minnesota
$4.31M
RFG
819
RFP Financial Group
Georgia
$4.3M
WS
820
Wedbush Securities
California
$4.29M
LDB
821
Lee, Danner & Bass
Tennessee
$4.29M
WWM
822
Wolff Wiese Magana
California
$4.28M
FFG
823
Fortress Financial Group
Minnesota
$4.28M
RPGK
824
Retirement Planning Group (Kansas)
Kansas
$4.28M
SEI Investments
825
SEI Investments
Pennsylvania
$4.26M