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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
PCA
1701
Prosperity Capital Advisors
Ohio
$616K
SWM
1702
Seaside Wealth Management
California
$613K
3IP
1703
3Chopt Investment Partners
Virginia
$612K
WCWM
1704
Willow Creek Wealth Management
California
$611K
CHAM
1705
Clear Harbor Asset Management
Connecticut
$609K
CA
1706
Carson Advisory
Georgia
$608K
BWM
1707
BAM Wealth Management
Colorado
$607K
KWM
1708
KW Wealth Management
California
$606K
TFGT
1709
TS Financial Group (TSFG)
Illinois
$606K
GHAM
1710
Gilman Hill Asset Management
Connecticut
$603K
ST
1711
Somerset Trust
Pennsylvania
$601K
PCMF
1712
Private Capital Management (Florida)
Florida
$600K
CFO
1713
Collective Family Office
Pennsylvania
$599K
JHCP
1714
Jackson Hole Capital Partners
Oklahoma
$598K
WHG
1715
Westwood Holdings Group
Texas
$597K
KSWA
1716
Kathleen S. Wright Associates
Pennsylvania
$594K
AC
1717
Allstate Corporation
Illinois
$594K
DKCM
1718
Davidson Kahn Capital Management
California
$593K
SNWA
1719
Siligmueller & Norvid Wealth Advisors
Illinois
$593K
AWM
1720
Avondale Wealth Management
Texas
$592K
BWL
1721
Bogart Wealth LLC
Virginia
$592K
VPIM
1722
Vanguard Personalized Indexing Management
California
$592K
LOPW
1723
Live Oak Private Wealth
North Carolina
$584K
QFA
1724
Quattro Financial Advisors
Texas
$583K
KA
1725
Kovack Advisors
Florida
$582K