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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
1526
Sensible Money
Arizona
$866K
LCM
1527
LVM Capital Management
Michigan
$864K
HNWA
1528
Henrickson Nauta Wealth Advisors
Michigan
$863K
ACA
1529
American Capital Advisory
Idaho
$863K
SGCA
1530
Steel Grove Capital Advisors
Tennessee
$858K
CA
1531
Calton & Associates
Florida
$855K
KWA
1532
Kondo Wealth Advisors
California
$855K
CPA
1533
Cardiff Park Advisors
California
$855K
WCM
1534
Winthrop Capital Management
Indiana
$854K
TIAM2
1535
Tru Independence Asset Management 2
Oregon
$853K
AWM
1536
Angeles Wealth Management
California
$853K
RLWM
1537
RF&L Wealth Management
Massachusetts
$851K
RFP
1538
Root Financial Partners
California
$851K
PWM
1539
PTM Wealth Management
United States
$847K
ACM
1540
Advisors Capital Management
New Jersey
$842K
BLC
1541
Brown, Lisle/Cummings
Rhode Island
$841K
M
1542
MOTCO
Texas
$838K
BC
1543
Barrett & Company
Rhode Island
$834K
WPC
1544
Waters Parkerson & Co
Louisiana
$834K
WKSWA
1545
White Knight Strategic Wealth Advisors
New Jersey
$834K
SHFA
1546
SC&H Financial Advisors
Maryland
$833K
PVI
1547
Pine Valley Investments
New Jersey
$833K
PIA
1548
Powell Investment Advisors
Florida
$831K
Fisher Asset Management
1549
Fisher Asset Management
Washington
$831K
DACG
1550
Donor Advised Charitable Giving
California
$829K