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iShares Core S&P Small-Cap ETF

2,504 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, 987 increasing their positions, 1,054 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 ownership

Funds ownership:

1% more funds holding

Funds holding: 2,4872,504 (+17)

0% less funds holding in top 10

Funds holding in top 10: 299298 (-1)

6% less repeat investments, than reductions

Existing positions increased: 987 | Existing positions reduced: 1,054

Holders
2,504
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
298
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
SWTS
1751
Stonehaven Wealth & Tax Solutions
Wisconsin
$554K
FF
1752
Finley Financial
Nevada
$554K
WJWM
1753
Williams Jones Wealth Management
New York
$553K
RPCA
1754
Running Point Capital Advisors
California
$551K
JWM
1755
JGP Wealth Management
Oregon
$547K
LFG
1756
Lazard Frères Gestion
France
$546K
PI
1757
Parkside Investments
Illinois
$546K
First Trust Advisors
1758
First Trust Advisors
Illinois
$543K
BWP
1759
BSW Wealth Partners
Colorado
$543K
FC
1760
Financial Council
Maryland
$543K
CIAS
1761
CBIZ Investment Advisory Services
Ohio
$542K
MW
1762
Maia Wealth
Colorado
$539K
BF
1763
Bonfire Financial
Colorado
$537K
DP
1764
DDD Partners
Washington
$536K
PWA
1765
Primoris Wealth Advisors
Florida
$535K
AWA
1766
Alta Wealth Advisors
Massachusetts
$535K
DA
1767
Doliver Advisors
Texas
$534K
TCM
1768
Tassel Capital Management
North Carolina
$533K
RZH
1769
Relyea Zuckerberg Hanson
Connecticut
$533K
GI
1770
GAMCO Investors
Connecticut
$531K
COCM
1771
Charter Oak Capital Management
New Hampshire
$531K
CCWM
1772
Correct Capital Wealth Management
Missouri
$530K
SAM
1773
S.A. Mason
Michigan
$529K
HCMG
1774
Howard Capital Management Group
California
$529K
TC
1775
TownSquare Capital
Utah
$528K