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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
AAMC
1776
Asset Allocation & Management Company
Illinois
$528K
WPP
1777
Whalerock Point Partners
Rhode Island
$527K
TWP
1778
Triad Wealth Partners
Kansas
$527K
GWM
1779
GDS Wealth Management
Texas
$525K
EWM
1780
EPG Wealth Management
Georgia
$525K
BBPWM
1781
Blue Bell Private Wealth Management
Pennsylvania
$524K
MCM
1782
MV Capital Management
Maryland
$524K
SVWG
1783
Shared Vision Wealth Group
United States
$523K
TAFW
1784
Tred Avon Family Wealth
Maryland
$523K
NA
1785
Nautilus Advisors
California
$522K
SWM
1786
SFG Wealth Management
Maryland
$522K
CPA
1787
Clear Point Advisors
New York
$522K
NJIM
1788
Nabity-Jensen Investment Management
Nebraska
$520K
MSWMA
1789
Market Street Wealth Management Advisors
Indiana
$520K
CPW
1790
Cove Private Wealth
New York
$519K
CMP
1791
Courage Miller Partners
Virginia
$518K
SFO
1792
Stokes Family Office
Louisiana
$518K
MWM
1793
Melfa Wealth Management
Massachusetts
$517K
FA
1794
FC Advisory
Pennsylvania
$517K
MCM
1795
McRae Capital Management
New Jersey
$516K
QT
1796
Quantbot Technologies
New York
$515K
GIA
1797
Guyasuta Investment Advisors
Pennsylvania
$515K
IRP
1798
Investment Research Partners
Pennsylvania
$514K
BWA
1799
Bestgate Wealth Advisors
Maryland
$514K
CMI
1800
Clare Market Investments
Texas
$513K