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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
SFP
1326
Sterling Financial Planning
New Jersey
$1.34M
OWP
1327
ORG Wealth Partners
Texas
$1.34M
TFP
1328
Tilia Fiduciary Partners
North Carolina
$1.33M
SCA
1329
Sandy Cove Advisors
Massachusetts
$1.33M
BI
1330
Beckerman Institutional
New Jersey
$1.33M
AIM
1331
Anchor Investment Management
South Carolina
$1.33M
FDW
1332
Fourth Dimension Wealth
Ohio
$1.33M
TA
1333
TruWealth Advisors
Louisiana
$1.33M
SFG
1334
Sovereign Financial Group
Connecticut
$1.33M
Russell Investments Group
1335
Russell Investments Group
United Kingdom
$1.33M
Calamos Advisors
1336
Calamos Advisors
Illinois
$1.33M
KLCM
1337
KG&L Capital Management
Louisiana
$1.32M
LSWP
1338
Liberty Square Wealth Partners
Pennsylvania
$1.32M
CC
1339
Corsicana & Co
Texas
$1.32M
CIA
1340
Compass Ion Advisors
Pennsylvania
$1.32M
PAG
1341
Paladin Advisory Group
Iowa
$1.31M
RWMH
1342
Riverpoint Wealth Management Holdings
Illinois
$1.31M
CWM
1343
Chemistry Wealth Management
New York
$1.3M
HSWS
1344
Higgins & Schmidt Wealth Strategies
Colorado
$1.3M
FCA
1345
FLC Capital Advisors
California
$1.29M
PFBT
1346
Parkside Financial Bank & Trust
Missouri
$1.29M
TVAMP
1347
Tennessee Valley Asset Management Partners
Tennessee
$1.29M
FCM
1348
Firestone Capital Management
Florida
$1.28M
GI
1349
GS Investments
Minnesota
$1.27M
IIC
1350
Integrated Investment Consultants
Michigan
$1.27M