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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
1WA
1451
180 Wealth Advisors
Washington
$999K
NWP
1452
NerdWallet Wealth Partners
New York
$999K
KWM
1453
KMT Wealth Management
California
$996K
GKWIM
1454
Gerber Kawasaki Wealth & Investment Management
California
$996K
FNBTCON
1455
First National Bank & Trust Co of Newtown
Pennsylvania
$995K
OFG
1456
Oxford Financial Group
Indiana
$994K
OP
1457
ORG Partners
Indiana
$994K
BWM
1458
Birchcreek Wealth Management
Ohio
$994K
RIA
1459
RPG Investment Advisory
California
$992K
EWA
1460
Evolution Wealth Advisors
Florida
$989K
BAM
1461
Berkshire Asset Management
Pennsylvania
$987K
TCM
1462
TD Capital Management
Tennessee
$981K
CG
1463
Corundum Group
Colorado
$975K
NCFG
1464
New Century Financial Group
New Jersey
$975K
STCOSD
1465
Sageworth Trust Company of South Dakota
South Dakota
$975K
TSW
1466
Three Seasons Wealth
Utah
$973K
PSF
1467
Pacific Sun Financial
California
$970K
MA
1468
Mezzasalma Advisors
New Jersey
$970K
SI
1469
Severin Investments
Missouri
$968K
FAM
1470
Formidable Asset Management
Ohio
$967K
FFA
1471
First Foundation Advisors
California
$964K
MWS
1472
MFA Wealth Services
California
$961K
MFT
1473
Moisand Fitzgerald Tamayo
Florida
$959K
FG
1474
Foster Group
Iowa
$958K
KW
1475
KWB Wealth
California
$958K