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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
OFG
1451
Oxford Financial Group
Indiana
$994K
OP
1452
ORG Partners
Indiana
$994K
BWM
1453
Birchcreek Wealth Management
Ohio
$994K
RIA
1454
RPG Investment Advisory
California
$992K
EWA
1455
Evolution Wealth Advisors
Florida
$989K
BAM
1456
Berkshire Asset Management
Pennsylvania
$987K
TCM
1457
TD Capital Management
Tennessee
$981K
CG
1458
Corundum Group
Colorado
$975K
NCFG
1459
New Century Financial Group
New Jersey
$975K
STCOSD
1460
Sageworth Trust Company of South Dakota
South Dakota
$975K
TSW
1461
Three Seasons Wealth
Utah
$973K
PSF
1462
Pacific Sun Financial
California
$970K
MA
1463
Mezzasalma Advisors
New Jersey
$970K
SI
1464
Severin Investments
Missouri
$968K
FAM
1465
Formidable Asset Management
Ohio
$967K
FFA
1466
First Foundation Advisors
California
$964K
MWS
1467
MFA Wealth Services
California
$961K
MFT
1468
Moisand Fitzgerald Tamayo
Florida
$959K
FG
1469
Foster Group
Iowa
$958K
KW
1470
KWB Wealth
California
$958K
BWFA
1471
Baltimore-Washington Financial Advisors
Maryland
$954K
TPW
1472
TL Private Wealth
Texas
$954K
PA
1473
Probity Advisors
Texas
$952K
SCG
1474
Sonata Capital Group
Washington
$951K
VAG
1475
Vannoy Advisory Group
Texas
$947K