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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
AWM
951
Atticus Wealth Management
Florida
$3.17M
FTC
952
Farmers Trust Company
Ohio
$3.17M
FFS
953
Fortress Financial Solutions
Arizona
$3.17M
Neuberger Berman Group
954
Neuberger Berman Group
New York
$3.15M
KFC
955
Klingenstein Fields & Co
New York
$3.13M
W
956
Wealthquest
Ohio
$3.13M
PCM
957
Pennsylvania Capital Management
Pennsylvania
$3.13M
CWM
958
Cornerstone Wealth Management
Missouri
$3.11M
TA
959
TPG Advisors
Illinois
$3.1M
HIA
960
Harbor Investment Advisory
Maryland
$3.1M
WP
961
Westmount Partners
California
$3.1M
BCG
962
Breakwater Capital Group
New Jersey
$3.09M
DPI
963
Diversified Portfolios Inc
Michigan
$3.09M
PWA
964
Provenance Wealth Advisors
Florida
$3.08M
BFS
965
Bradley Foster & Sargent
Connecticut
$3.08M
GCA
966
Greenwood Capital Associates
South Carolina
$3.07M
HWA
967
Heartwood Wealth Advisors
Virginia
$3.07M
CF
968
Centaurus Financial
California
$3.06M
OIS
969
Okabena Investment Services
Minnesota
$3.06M
EFS
970
Essex Financial Services
Connecticut
$3.06M
KFAA
971
Klaas Financial Asset Advisors
Illinois
$3.05M
PCA
972
Providence Capital Advisors
North Carolina
$3.05M
EPP
973
ETF Portfolio Partners
Kansas
$3.04M
GSWM
974
Golden State Wealth Management
California
$2.98M
MCCA
975
Mill Creek Capital Advisors
Pennsylvania
$2.97M