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iShares Core S&P Small-Cap ETF

2,510 hedge funds and large institutions have $62.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 991 increasing their positions, 1,055 reducing their positions, and 86 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:

0.74% more ownership

Funds ownership: 72.39%73.14% (+0.74%)

0% less funds holding in top 10

Funds holding in top 10: 300299 (-1)

6% less repeat investments, than reductions

Existing positions increased: 991 | Existing positions reduced: 1,055

Holders
2,510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
299
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
OW
926
Olistico Wealth
Oklahoma
$3.36M
VCM
927
Viewpoint Capital Management
Washington
$3.36M
DFC
928
DBK Financial Counsel
Ohio
$3.34M
JCM
929
Jacobi Capital Management
Pennsylvania
$3.34M
SWA
930
Stratos Wealth Advisors
Ohio
$3.34M
VC
931
Vestor Capital
Illinois
$3.32M
PRTG
932
Post Resch Tallon Group
New York
$3.31M
LWM
933
Lionsbridge Wealth Management
Florida
$3.3M
3F
934
360 Financial
Minnesota
$3.29M
TCOT
935
Trust Company of Toledo
Ohio
$3.29M
GWMR
936
GC Wealth Management RIA
Massachusetts
$3.28M
SWA
937
SOA Wealth Advisors
New York
$3.26M
VWA
938
Visionary Wealth Advisors
Illinois
$3.26M
JWBC
939
John W. Brooker & Co
California
$3.25M
TFG
940
Tilson Financial Group
New Jersey
$3.25M
WWM
941
Wiser Wealth Management
Georgia
$3.25M
Susquehanna International Group
942
Susquehanna International Group
Pennsylvania
$3.24M
Koshinski Asset Management
943
Koshinski Asset Management
Illinois
$3.23M
JFG
944
JMG Financial Group
Illinois
$3.22M
VA
945
VestGen Advisors
Illinois
$3.22M
DF
946
Dunhill Financial
United Kingdom
$3.22M
SGK
947
Steigerwald Gordon & Koch
Virginia
$3.21M
YP
948
YANKCOM Partnership
South Dakota
$3.2M
KWM
949
Keebeck Wealth Management
Illinois
$3.19M
CST
950
Charles Schwab Trust
Nevada
$3.19M