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iShares Core S&P Small-Cap ETF

2,491 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, 984 increasing their positions, 1,049 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:

0.22% more ownership

Funds ownership: 72.39%72.61% (+0.22%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 1,049

Holders
2,491
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
NYLIM
126
New York Life Investment Management
New York
$55.7M
FNT
127
First National Trust
Pennsylvania
$55M
SWP
128
Stratos Wealth Partners
Ohio
$53.8M
Citadel Advisors
129
Citadel Advisors
Florida
$53.7M
FT
130
Fiduciary Trust
Massachusetts
$53.2M
Victory Capital Management
131
Victory Capital Management
Texas
$52.3M
CWM
132
Cahaba Wealth Management
Georgia
$52.2M
HWA
133
HCR Wealth Advisors
California
$52.1M
BCM
134
Becker Capital Management
Oregon
$50.8M
GRP
135
Global Retirement Partners
California
$50.5M
LWMT
136
Legacy Wealth Management (Tennessee)
Tennessee
$49.9M
R
137
Rebalance
California
$49.5M
RWM
138
RKL Wealth Management
Pennsylvania
$49.2M
ACGA
139
Atlanta Consulting Group Advisors
Georgia
$48.8M
AWM
140
Abound Wealth Management
Tennessee
$48.5M
BM
141
Berman McAleer
Maryland
$47.7M
SWM
142
SilverOak Wealth Management
Minnesota
$47.1M
CI
143
Conning Inc
Connecticut
$46.9M
JIC
144
Johnson Investment Counsel
Ohio
$46.8M
UBV
145
United Bank (Virginia)
Virginia
$46.4M
AWM
146
Axxcess Wealth Management
California
$46.4M
SA
147
Sanctuary Advisors
Indiana
$46.4M
AIA
148
Ally Invest Advisors
North Carolina
$46.2M
TC
149
Trilogy Capital
California
$46.1M
VCM
150
Vision Capital Management
Oregon
$45.5M