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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
SM
1501
Sweeney & Michel
California
$909K
TCM
1502
Tufton Capital Management
Maryland
$907K
TIM
1503
Thompson Investment Management
Wisconsin
$904K
CGFA
1504
Colton Groome Financial Advisors
North Carolina
$904K
CL
1505
COWA LLC
Oklahoma
$904K
IA
1506
Insight Advisors
Pennsylvania
$903K
FWP
1507
Forefront Wealth Partners
Texas
$902K
STB
1508
S&T Bank
Pennsylvania
$898K
ITIM
1509
Indiana Trust & Investment Management
Indiana
$892K
TPW
1510
Transatlantique Private Wealth
New York
$891K
GWM
1511
Greenhouse Wealth Management
Connecticut
$889K
CWM
1512
Centurion Wealth Management
Virginia
$886K
LFG
1513
Larson Financial Group
Missouri
$881K
WOSD
1514
WFA of San Diego
California
$880K
CFD
1515
Creative Financial Designs
Indiana
$879K
VPP
1516
Vertex Planning Partners
Illinois
$879K
BTW
1517
Boston Trust Walden
Massachusetts
$878K
SC
1518
SummitTX Capital
Texas
$877K
MEAC
1519
M.E. Allison & Co
Texas
$877K
GAM
1520
Gemmer Asset Management
California
$877K
HCM
1521
Hudson Capital Management
New Jersey
$876K
BW
1522
Balance Wealth
Ohio
$873K
BC
1523
Bowman & Company
Wisconsin
$869K
CA
1524
Claro Advisors
Massachusetts
$869K
SQA
1525
Simon Quick Advisors
New Jersey
$866K