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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
LWM
1676
Liberty Wealth Management
California
$640K
MA
1677
Modus Advisors
Minnesota
$639K
NAG
1678
Northstar Advisory Group
New Jersey
$637K
AIM
1679
Alhambra Investment Management
Florida
$637K
Qube Research & Technologies (QRT)
1680
Qube Research & Technologies (QRT)
United Kingdom
$636K
HPM
1681
Hoxton Planning & Management
West Virginia
$634K
LIM
1682
Loudon Investment Management
New Hampshire
$629K
BOPW
1683
Brandywine Oak Private Wealth
Pennsylvania
$628K
FNA
1684
First National Advisers
Nebraska
$628K
BPC
1685
Banque Pictet & Cie
Switzerland
$624K
DWM
1686
Daner Wealth Management
Georgia
$624K
GT
1687
GreatBanc Trust
Illinois
$622K
JC
1688
JB Capital
Connecticut
$621K
SWM
1689
Sendero Wealth Management
Texas
$621K
SFP
1690
Strategic Financial Planning
Texas
$620K
HFS
1691
Haverford Financial Services
Pennsylvania
$619K
GJIA
1692
Glass Jacobson Investment Advisors
Maryland
$617K
FWP
1693
Fiduciary Wealth Partners
Massachusetts
$616K
PCA
1694
Prosperity Capital Advisors
Ohio
$616K
SWM
1695
Seaside Wealth Management
California
$613K
3IP
1696
3Chopt Investment Partners
Virginia
$612K
WCWM
1697
Willow Creek Wealth Management
California
$611K
CHAM
1698
Clear Harbor Asset Management
Connecticut
$609K
CA
1699
Carson Advisory
Georgia
$608K
BWM
1700
BAM Wealth Management
Colorado
$607K