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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
TCM
1051
Tanaka Capital Management
New York
$2.5M
IFO
1052
Independent Family Office
New York
$2.5M
Barclays
1053
Barclays
United Kingdom
$2.5M
PWM
1054
Pines Wealth Management
North Carolina
$2.5M
IWA
1055
Invera Wealth Advisors
Oregon
$2.5M
GFG
1056
Goldstone Financial Group
Illinois
$2.49M
CWA
1057
CM Wealth Advisors
Ohio
$2.49M
PB
1058
Pinnacle Bancorp
Nebraska
$2.49M
NG
1059
Novem Group
New York
$2.49M
ABTD
1060
Arvest Bank Trust Division
Oklahoma
$2.47M
FOR
1061
Family Office Research
Maryland
$2.46M
CAS
1062
Coppell Advisory Solutions
Texas
$2.46M
V
1063
ViaWealth
Kansas
$2.46M
SAM
1064
Secure Asset Management
Michigan
$2.46M
RA
1065
RoundAngle Advisors
New Jersey
$2.45M
NCM
1066
Narwhal Capital Management
Georgia
$2.44M
FAM
1067
Forte Asset Management
New York
$2.43M
LFG
1068
Leverty Financial Group
Wisconsin
$2.43M
CD
1069
Chapin Davis
Maryland
$2.42M
UWPG
1070
Ullmann Wealth Partners Group
Florida
$2.42M
AM
1071
AGF Management
Ontario, Canada
$2.41M
NPFS
1072
Novak & Powell Financial Services
Florida
$2.41M
EPM
1073
Elm Partners Management
Pennsylvania
$2.41M
EAM
1074
Evanson Asset Management
California
$2.41M
PWA
1075
Peterson Wealth Advisors
Utah
$2.4M