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iShares Core S&P Small-Cap ETF

2,473 hedge funds and large institutions have $62B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 977 increasing their positions, 1,040 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: $ → $

less ownership

Funds ownership:

0% less funds holding

Funds holding: 2,4782,473 (-5)

6% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,040

2% less funds holding in top 10

Funds holding in top 10: 298293 (-5)

Holders
2,473
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
293
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$39.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
126
First National Trust
Pennsylvania
$55M
SWP
127
Stratos Wealth Partners
Ohio
$53.8M
Citadel Advisors
128
Citadel Advisors
Florida
$53.7M
FT
129
Fiduciary Trust
Massachusetts
$53.2M
Victory Capital Management
130
Victory Capital Management
Texas
$52.3M
CWM
131
Cahaba Wealth Management
Georgia
$52.2M
HWA
132
HCR Wealth Advisors
California
$52.1M
BCM
133
Becker Capital Management
Oregon
$50.8M
GRP
134
Global Retirement Partners
California
$50.5M
LWMT
135
Legacy Wealth Management (Tennessee)
Tennessee
$49.9M
R
136
Rebalance
California
$49.5M
RWM
137
RKL Wealth Management
Pennsylvania
$49.2M
ACGA
138
Atlanta Consulting Group Advisors
Georgia
$48.8M
AWM
139
Abound Wealth Management
Tennessee
$48.5M
BM
140
Berman McAleer
Maryland
$47.7M
SWM
141
SilverOak Wealth Management
Minnesota
$47.1M
CI
142
Conning Inc
Connecticut
$46.9M
JIC
143
Johnson Investment Counsel
Ohio
$46.8M
UBV
144
United Bank (Virginia)
Virginia
$46.4M
AWM
145
Axxcess Wealth Management
California
$46.4M
AIA
146
Ally Invest Advisors
North Carolina
$46.2M
TC
147
Trilogy Capital
California
$46.1M
VCM
148
Vision Capital Management
Oregon
$45.5M
CAAS
149
Capital Asset Advisory Services
Michigan
$45.4M
AF
150
Arrow Financial
New York
$44.9M