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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
OFG
1551
Opulen Financial Group
Virginia
$829K
CPP
1552
Capasso Planning Partners
South Carolina
$827K
M
1553
MATAURO
New York
$824K
KW
1554
Keyvantage Wealth
Pennsylvania
$824K
SNB
1555
Security National Bank
Nebraska
$824K
AWA
1556
Acorn Wealth Advisors
Michigan
$820K
AT
1557
Arlington Trust
Alabama
$819K
BWM
1558
BKM Wealth Management
Wisconsin
$818K
GFG
1559
Greystone Financial Group
Michigan
$818K
CNBOF
1560
City National Bank of Florida
Florida
$814K
CPG
1561
Cornerstone Planning Group
New Jersey
$809K
RIG
1562
RiverFront Investment Group
Virginia
$805K
TWP
1563
Total Wealth Planning
Ohio
$804K
PCM
1564
Perritt Capital Management
Illinois
$802K
WLIM
1565
White Lighthouse Investment Management
Massachusetts
$799K
PAWA
1566
Palo Alto Wealth Advisors
California
$798K
BC
1567
Brio Consultants
California
$797K
NP
1568
Nilsine Partners
Colorado
$794K
HWM
1569
Horizons Wealth Management
North Carolina
$790K
RWP
1570
Ridgeline Wealth Planning
Ohio
$788K
CFS
1571
Commonwealth Financial Services
West Virginia
$786K
EB
1572
Emprise Bank
Kansas
$782K
SL
1573
SWMG LLC
Texas
$781K
HA
1574
Helium Advisors
Washington
$781K
BFA
1575
Beacon Financial Advisory
Ohio
$780K