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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
Balyasny Asset Management
1726
Balyasny Asset Management
Illinois
$572K
SWA
1727
Strategies Wealth Advisors
Michigan
$572K
SIC
1728
Salem Investment Counselors
North Carolina
$571K
PP
1729
Postrock Partners
Oregon
$570K
PP
1730
Patten & Patten
Tennessee
$565K
SAMC
1731
Spectrum Asset Management (California)
California
$565K
NSIM
1732
North Star Investment Management
Illinois
$564K
FP
1733
Financial Perspectives
Minnesota
$564K
HP
1734
Holistic Planning
Texas
$564K
AA
1735
Argent Advisors
Louisiana
$561K
LWCFA
1736
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$560K
CCT
1737
Capital City Trust
Florida
$560K
GPWM
1738
Grant Private Wealth Management
California
$558K
WCM
1739
WealthBridge Capital Management
Ohio
$558K
DQRIM
1740
Dale Q Rice Investment Management
Washington
$557K
TCWM
1741
Total Clarity Wealth Management
Illinois
$557K
PFG
1742
Pinnacle Financial Group
Illinois
$557K
LWM
1743
Lakeridge Wealth Management
Ohio
$556K
WAG
1744
Winthrop Advisory Group
Massachusetts
$556K
BB
1745
Berkshire Bank
Massachusetts
$556K
PCA
1746
Peddock Capital Advisors
Massachusetts
$555K
SWTS
1747
Stonehaven Wealth & Tax Solutions
Wisconsin
$554K
FF
1748
Finley Financial
Nevada
$554K
WJWM
1749
Williams Jones Wealth Management
New York
$553K
RPCA
1750
Running Point Capital Advisors
California
$551K