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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
CFG
1601
Cooper Financial Group
California
$730K
TI
1602
Truepoint Inc
Ohio
$728K
PTC
1603
Philadelphia Trust Company
Pennsylvania
$728K
WTA
1604
Washington Trust Advisors
Massachusetts
$723K
TWM
1605
Trueblood Wealth Management
Ohio
$722K
FL
1606
FreeGulliver LLC
Louisiana
$721K
S
1607
SignatureFD
Georgia
$719K
RIS
1608
Richmond Investment Services
Wisconsin
$714K
MFGM
1609
Marshall Financial Group (Maryland)
Maryland
$711K
WE
1610
Wealth Effects
Massachusetts
$711K
PFA
1611
Professional Financial Advisors
Nebraska
$711K
IWS
1612
Insight Wealth Strategies
California
$710K
HA
1613
HFG Advisors
Ohio
$707K
AA
1614
Advisory Alpha
Michigan
$707K
ME
1615
McIlrath & Eck
Washington
$706K
OWA
1616
Outlook Wealth Advisors
Texas
$704K
CWS
1617
Confluence Wealth Services
Pennsylvania
$703K
DFG
1618
Dupree Financial Group
Kentucky
$703K
CP
1619
Creekside Partners
California
$703K
SWP
1620
Strategic Wealth Partners
Ohio
$702K
DSA
1621
Droms Strauss Advisors
Missouri
$699K
MWM
1622
McNaughton Wealth Management
California
$699K
BA
1623
Brightwater Advisory
Florida
$699K
MWA
1624
Meridian Wealth Advisors
Texas
$699K
FFA
1625
Fortune Financial Advisors
Kansas
$697K