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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
EWM
1776
EPG Wealth Management
Georgia
$525K
BBPWM
1777
Blue Bell Private Wealth Management
Pennsylvania
$524K
SVWG
1778
Shared Vision Wealth Group
United States
$523K
TAFW
1779
Tred Avon Family Wealth
Maryland
$523K
NA
1780
Nautilus Advisors
California
$522K
SWM
1781
SFG Wealth Management
Maryland
$522K
CPA
1782
Clear Point Advisors
New York
$522K
NJIM
1783
Nabity-Jensen Investment Management
Nebraska
$520K
MSWMA
1784
Market Street Wealth Management Advisors
Indiana
$520K
CPW
1785
Cove Private Wealth
New York
$519K
CMP
1786
Courage Miller Partners
Virginia
$518K
SFO
1787
Stokes Family Office
Louisiana
$518K
MWM
1788
Melfa Wealth Management
Massachusetts
$517K
FA
1789
FC Advisory
Pennsylvania
$517K
MCM
1790
McRae Capital Management
New Jersey
$516K
QT
1791
Quantbot Technologies
New York
$515K
GIA
1792
Guyasuta Investment Advisors
Pennsylvania
$515K
IRP
1793
Investment Research Partners
Pennsylvania
$514K
BWA
1794
Bestgate Wealth Advisors
Maryland
$514K
CMI
1795
Clare Market Investments
Texas
$513K
SFFS
1796
Stonehage Fleming Financial Services
Jersey
$513K
KA
1797
Kooman & Associates
Pennsylvania
$511K
BWP
1798
Balboa Wealth Partners
Arizona
$509K
LCM
1799
Leisure Capital Management
California
$509K
HVIA
1800
Hudson Valley Investment Advisors
New York
$506K