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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
WAG
1751
Winthrop Advisory Group
Massachusetts
$556K
BB
1752
Berkshire Bank
Massachusetts
$556K
PCA
1753
Peddock Capital Advisors
Massachusetts
$555K
SWTS
1754
Stonehaven Wealth & Tax Solutions
Wisconsin
$554K
FF
1755
Finley Financial
Nevada
$554K
WJWM
1756
Williams Jones Wealth Management
New York
$553K
RPCA
1757
Running Point Capital Advisors
California
$551K
JWM
1758
JGP Wealth Management
Oregon
$547K
LFG
1759
Lazard Frères Gestion
France
$546K
PI
1760
Parkside Investments
Illinois
$546K
First Trust Advisors
1761
First Trust Advisors
Illinois
$543K
BWP
1762
BSW Wealth Partners
Colorado
$543K
FC
1763
Financial Council
Maryland
$543K
CIAS
1764
CBIZ Investment Advisory Services
Ohio
$542K
MW
1765
Maia Wealth
Colorado
$539K
BF
1766
Bonfire Financial
Colorado
$537K
DP
1767
DDD Partners
Washington
$536K
PWA
1768
Primoris Wealth Advisors
Florida
$535K
AWA
1769
Alta Wealth Advisors
Massachusetts
$535K
DA
1770
Doliver Advisors
Texas
$534K
TCM
1771
Tassel Capital Management
North Carolina
$533K
RZH
1772
Relyea Zuckerberg Hanson
Connecticut
$533K
GI
1773
GAMCO Investors
Connecticut
$531K
COCM
1774
Charter Oak Capital Management
New Hampshire
$531K
CCWM
1775
Correct Capital Wealth Management
Missouri
$530K