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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
FFG
1426
Fiduciary Financial Group
California
$1.05M
TBT
1427
Texas Bank & Trust
Texas
$1.04M
TIP
1428
Tandem Investment Partners
New Jersey
$1.04M
IJWM
1429
Inman Jager Wealth Management
Mississippi
$1.04M
IC
1430
Inscription Capital
Texas
$1.04M
AT
1431
American Trust
Kentucky
$1.03M
PFS
1432
Prospect Financial Services
New York
$1.03M
GWANC
1433
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.03M
PMFA
1434
Plante Moran Financial Advisors
Michigan
$1.03M
NWMG
1435
National Wealth Management Group
Ohio
$1.03M
CCWM
1436
Cassaday & Co Wealth Management
Virginia
$1.02M
IIM
1437
Ipswich Investment Management
Massachusetts
$1.02M
BFA
1438
Bragg Financial Advisors
North Carolina
$1.02M
KFGG
1439
Keystone Financial Group (Georgia)
Georgia
$1.02M
LW
1440
Linscomb Wealth
Texas
$1.02M
DWM
1441
Defined Wealth Management
Oregon
$1.02M
PCFFS
1442
Pacific Center for Financial Services
California
$1.02M
Vontobel Holding
1443
Vontobel Holding
Switzerland
$1.01M
SFSG
1444
Sound Financial Strategies Group
Mississippi
$1.01M
AWP
1445
Axis Wealth Partners
Rhode Island
$1M
1WA
1446
180 Wealth Advisors
Washington
$999K
NWP
1447
NerdWallet Wealth Partners
New York
$999K
KWM
1448
KMT Wealth Management
California
$996K
GKWIM
1449
Gerber Kawasaki Wealth & Investment Management
California
$996K
FNBTCON
1450
First National Bank & Trust Co of Newtown
Pennsylvania
$995K