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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
WDL
951
Well Done LLC
Michigan
$3.19M
NHT
952
New Hampshire Trust
New Hampshire
$3.19M
DRS
953
Deane Retirement Strategies
Louisiana
$3.18M
AWM
954
Atticus Wealth Management
Florida
$3.17M
FTC
955
Farmers Trust Company
Ohio
$3.17M
FFS
956
Fortress Financial Solutions
Arizona
$3.17M
Neuberger Berman Group
957
Neuberger Berman Group
New York
$3.15M
KFC
958
Klingenstein Fields & Co
New York
$3.13M
W
959
Wealthquest
Ohio
$3.13M
PCM
960
Pennsylvania Capital Management
Pennsylvania
$3.13M
CWM
961
Cornerstone Wealth Management
Missouri
$3.11M
TA
962
TPG Advisors
Illinois
$3.1M
HIA
963
Harbor Investment Advisory
Maryland
$3.1M
WP
964
Westmount Partners
California
$3.1M
BCG
965
Breakwater Capital Group
New Jersey
$3.09M
DPI
966
Diversified Portfolios Inc
Michigan
$3.09M
PWA
967
Provenance Wealth Advisors
Florida
$3.08M
BFS
968
Bradley Foster & Sargent
Connecticut
$3.08M
GCA
969
Greenwood Capital Associates
South Carolina
$3.07M
HWA
970
Heartwood Wealth Advisors
Virginia
$3.07M
CF
971
Centaurus Financial
California
$3.06M
OIS
972
Okabena Investment Services
Minnesota
$3.06M
EFS
973
Essex Financial Services
Connecticut
$3.06M
KFAA
974
Klaas Financial Asset Advisors
Illinois
$3.05M
PCA
975
Providence Capital Advisors
North Carolina
$3.05M