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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
JWM
1751
JGP Wealth Management
Oregon
$547K
LFG
1752
Lazard Frères Gestion
France
$546K
PI
1753
Parkside Investments
Illinois
$546K
First Trust Advisors
1754
First Trust Advisors
Illinois
$543K
BWP
1755
BSW Wealth Partners
Colorado
$543K
FC
1756
Financial Council
Maryland
$543K
CIAS
1757
CBIZ Investment Advisory Services
Ohio
$542K
MW
1758
Maia Wealth
Colorado
$539K
BF
1759
Bonfire Financial
Colorado
$537K
DP
1760
DDD Partners
Washington
$536K
PWA
1761
Primoris Wealth Advisors
Florida
$535K
AWA
1762
Alta Wealth Advisors
Massachusetts
$535K
DA
1763
Doliver Advisors
Texas
$534K
TCM
1764
Tassel Capital Management
North Carolina
$533K
RZH
1765
Relyea Zuckerberg Hanson
Connecticut
$533K
GI
1766
GAMCO Investors
Connecticut
$531K
COCM
1767
Charter Oak Capital Management
New Hampshire
$531K
CCWM
1768
Correct Capital Wealth Management
Missouri
$530K
SAM
1769
S.A. Mason
Michigan
$529K
HCMG
1770
Howard Capital Management Group
California
$529K
TC
1771
TownSquare Capital
Utah
$528K
AAMC
1772
Asset Allocation & Management Company
Illinois
$528K
WPP
1773
Whalerock Point Partners
Rhode Island
$527K
TWP
1774
Triad Wealth Partners
Kansas
$527K
GWM
1775
GDS Wealth Management
Texas
$525K