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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
SMWM
1226
Silvia McColl Wealth Management
California
$1.67M
USCWA
1227
U.S. Capital Wealth Advisors
Texas
$1.66M
AW
1228
Avion Wealth
Texas
$1.65M
BFW
1229
Brady Family Wealth
Missouri
$1.65M
PGA
1230
Portland Global Advisors
Maine
$1.65M
FCI
1231
Financial Counselors Inc
Kansas
$1.65M
IPWA
1232
International Private Wealth Advisors
California
$1.65M
DWG
1233
Darden Wealth Group
Michigan
$1.64M
NRC
1234
New Republic Capital
North Carolina
$1.64M
AC
1235
AWM Capital
Arizona
$1.64M
LWM
1236
Lyell Wealth Management
California
$1.64M
RFN
1237
RDA Financial Network
Iowa
$1.64M
MWC
1238
MKD Wealth Coaches
Michigan
$1.64M
WA
1239
WP Advisors
California
$1.63M
AWA
1240
Aaron Wealth Advisors
Illinois
$1.63M
TF
1241
Trek Financial
Arizona
$1.62M
PAM
1242
Peak Asset Management
Colorado
$1.62M
MWA
1243
Midland Wealth Advisors
Illinois
$1.62M
CA
1244
Cambridge Advisors
Nebraska
$1.62M
JF
1245
Jump Financial
Illinois
$1.61M
MWM
1246
Mascagni Wealth Management
Mississippi
$1.61M
SFGP
1247
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.6M
XT
1248
XTX Topco
Cayman Islands
$1.6M
FVWA
1249
Foster Victor Wealth Advisors
South Carolina
$1.6M
CFFP
1250
Center for Financial Planning
Michigan
$1.6M