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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
Legacy Financial Group (Iowa)
1401
Legacy Financial Group (Iowa)
Iowa
$1.11M
IFWM
1402
Institute for Wealth Management
Colorado
$1.11M
FB
1403
Finward Bancorp
Indiana
$1.11M
OC
1404
Opinicus Capital
Florida
$1.11M
NPA
1405
Nichols & Pratt Advisers
Massachusetts
$1.1M
WC
1406
Waterloo Capital
Texas
$1.1M
WC
1407
Woodstock Corp
Massachusetts
$1.1M
AIA
1408
AssuredPartners Investment Advisors
Florida
$1.09M
EC
1409
EdgeRock Capital
Colorado
$1.09M
CAM
1410
Chandler Asset Management
California
$1.09M
SI
1411
Seeds Investor
New York
$1.09M
CMAI
1412
Capital Management Associates Inc
Minnesota
$1.09M
Marshall Wace
1413
Marshall Wace
United Kingdom
$1.08M
CFG
1414
Cosner Financial Group
Colorado
$1.08M
KV
1415
Kickstand Ventures
New York
$1.08M
EIA
1416
Edgemoor Investment Advisors
Maryland
$1.07M
TF
1417
Tompkins Financial
New York
$1.07M
BFWM
1418
Bright Futures Wealth Management
New York
$1.06M
CS
1419
Cannell & Spears
New York
$1.06M
NF
1420
NavPoint Financial
Minnesota
$1.06M
BW
1421
BIP Wealth
Georgia
$1.06M
HF
1422
HRT Financial
New York
$1.05M
TAM
1423
Townsend Asset Management
North Carolina
$1.05M
PAM
1424
PCG Asset Management
New Jersey
$1.05M
NAS
1425
NWF Advisory Services
California
$1.05M