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iShares Core S&P Small-Cap ETF

2,492 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, 983 increasing their positions, 1,050 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:

0.21% more ownership

Funds ownership: 72.39%72.6% (+0.21%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 983 | Existing positions reduced: 1,050

Holders
2,492
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
BWM
1551
BKM Wealth Management
Wisconsin
$818K
GFG
1552
Greystone Financial Group
Michigan
$818K
CNBOF
1553
City National Bank of Florida
Florida
$814K
CPG
1554
Cornerstone Planning Group
New Jersey
$809K
RIG
1555
RiverFront Investment Group
Virginia
$805K
TWP
1556
Total Wealth Planning
Ohio
$804K
PCM
1557
Perritt Capital Management
Illinois
$802K
WLIM
1558
White Lighthouse Investment Management
Massachusetts
$799K
PAWA
1559
Palo Alto Wealth Advisors
California
$798K
BC
1560
Brio Consultants
California
$797K
NP
1561
Nilsine Partners
Colorado
$794K
HWM
1562
Horizons Wealth Management
North Carolina
$790K
RWP
1563
Ridgeline Wealth Planning
Ohio
$788K
CFS
1564
Commonwealth Financial Services
West Virginia
$786K
EB
1565
Emprise Bank
Kansas
$782K
SL
1566
SWMG LLC
Texas
$781K
HA
1567
Helium Advisors
Washington
$781K
BFA
1568
Beacon Financial Advisory
Ohio
$780K
MPWS
1569
McCarter Private Wealth Services
Massachusetts
$779K
FHC
1570
First Heartland Consultants
Missouri
$775K
IP
1571
Ignite Planners
California
$775K
BO
1572
Bank OZK
Arkansas
$769K
LCC
1573
Lincoln Capital Corp
Rhode Island
$769K
ClearBridge Investments
1574
ClearBridge Investments
New York
$766K
EAM
1575
Empirical Asset Management
Massachusetts
$765K