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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
KWA
1051
Kingswood Wealth Advisors
California
$2.54M
TCM
1052
TruNorth Capital Management
Michigan
$2.53M
ZIM
1053
Zacks Investment Management
Illinois
$2.51M
TCM
1054
Tanaka Capital Management
New York
$2.5M
IFO
1055
Independent Family Office
New York
$2.5M
Barclays
1056
Barclays
United Kingdom
$2.5M
PWM
1057
Pines Wealth Management
North Carolina
$2.5M
IWA
1058
Invera Wealth Advisors
Oregon
$2.5M
GFG
1059
Goldstone Financial Group
Illinois
$2.49M
CWA
1060
CM Wealth Advisors
Ohio
$2.49M
PB
1061
Pinnacle Bancorp
Nebraska
$2.49M
NG
1062
Novem Group
New York
$2.49M
ABTD
1063
Arvest Bank Trust Division
Oklahoma
$2.47M
FOR
1064
Family Office Research
Maryland
$2.46M
CAS
1065
Coppell Advisory Solutions
Texas
$2.46M
V
1066
ViaWealth
Kansas
$2.46M
SAM
1067
Secure Asset Management
Michigan
$2.46M
RA
1068
RoundAngle Advisors
New Jersey
$2.45M
NCM
1069
Narwhal Capital Management
Georgia
$2.44M
FAM
1070
Forte Asset Management
New York
$2.43M
LFG
1071
Leverty Financial Group
Wisconsin
$2.43M
CD
1072
Chapin Davis
Maryland
$2.42M
UWPG
1073
Ullmann Wealth Partners Group
Florida
$2.42M
AM
1074
AGF Management
Ontario, Canada
$2.41M
NPFS
1075
Novak & Powell Financial Services
Florida
$2.41M