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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, 983 increasing their positions, 1,050 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:

0.21% more ownership

Funds ownership: 72.39%72.6% (+0.21%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 983 | Existing positions reduced: 1,050

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
JCM
926
Jacobi Capital Management
Pennsylvania
$3.34M
SWA
927
Stratos Wealth Advisors
Ohio
$3.34M
VC
928
Vestor Capital
Illinois
$3.32M
PRTG
929
Post Resch Tallon Group
New York
$3.31M
LWM
930
Lionsbridge Wealth Management
Florida
$3.3M
3F
931
360 Financial
Minnesota
$3.29M
TCOT
932
Trust Company of Toledo
Ohio
$3.29M
GWMR
933
GC Wealth Management RIA
Massachusetts
$3.28M
SWA
934
SOA Wealth Advisors
New York
$3.26M
VWA
935
Visionary Wealth Advisors
Illinois
$3.26M
JWBC
936
John W. Brooker & Co
California
$3.25M
TFG
937
Tilson Financial Group
New Jersey
$3.25M
WWM
938
Wiser Wealth Management
Georgia
$3.25M
Susquehanna International Group
939
Susquehanna International Group
Pennsylvania
$3.24M
Koshinski Asset Management
940
Koshinski Asset Management
Illinois
$3.23M
JFG
941
JMG Financial Group
Illinois
$3.22M
VA
942
VestGen Advisors
Illinois
$3.22M
DF
943
Dunhill Financial
United Kingdom
$3.22M
SGK
944
Steigerwald Gordon & Koch
Virginia
$3.21M
YP
945
YANKCOM Partnership
South Dakota
$3.2M
KWM
946
Keebeck Wealth Management
Illinois
$3.19M
CST
947
Charles Schwab Trust
Nevada
$3.19M
WDL
948
Well Done LLC
Michigan
$3.19M
NHT
949
New Hampshire Trust
New Hampshire
$3.19M
DRS
950
Deane Retirement Strategies
Louisiana
$3.18M