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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
RIS
1601
Richmond Investment Services
Wisconsin
$714K
MFGM
1602
Marshall Financial Group (Maryland)
Maryland
$711K
WE
1603
Wealth Effects
Massachusetts
$711K
PFA
1604
Professional Financial Advisors
Nebraska
$711K
IWS
1605
Insight Wealth Strategies
California
$710K
HA
1606
HFG Advisors
Ohio
$707K
AA
1607
Advisory Alpha
Michigan
$707K
ME
1608
McIlrath & Eck
Washington
$706K
OWA
1609
Outlook Wealth Advisors
Texas
$704K
CWS
1610
Confluence Wealth Services
Pennsylvania
$703K
DFG
1611
Dupree Financial Group
Kentucky
$703K
CP
1612
Creekside Partners
California
$703K
SWP
1613
Strategic Wealth Partners
Ohio
$702K
DSA
1614
Droms Strauss Advisors
Missouri
$699K
MWM
1615
McNaughton Wealth Management
California
$699K
BA
1616
Brightwater Advisory
Florida
$699K
MWA
1617
Meridian Wealth Advisors
Texas
$699K
FFA
1618
Fortune Financial Advisors
Kansas
$697K
PFG
1619
PAX Financial Group
Texas
$695K
T
1620
Tableaux
Massachusetts
$695K
SCA
1621
Stokes Capital Advisors
South Carolina
$695K
GM
1622
GeoWealth Management
Illinois
$693K
MLL
1623
Moody Lynn & Lieberson
Massachusetts
$693K
JCM
1624
Janney Capital Management
Pennsylvania
$692K
MWA
1625
Motive Wealth Advisors
Michigan
$692K