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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
SFP
1826
Shepherd Financial Partners
Massachusetts
$475K
VAG
1827
VisionPoint Advisory Group
Texas
$472K
RFA
1828
Rollins Financial Advisors
New York
$471K
KIA
1829
KCM Investment Advisors
California
$470K
C1AG
1830
Client 1st Advisory Group
Florida
$468K
AA
1831
Aufman Associates
Pennsylvania
$467K
IIC
1832
Ironwood Investment Counsel
Arizona
$467K
NAS
1833
Nicolet Advisory Services
Wisconsin
$461K
LF
1834
LifeSteps Financial
California
$460K
BWP
1835
BlueStem Wealth Partners
Minnesota
$459K
CFP
1836
Cascade Financial Partners
California
$458K
DSC
1837
Duncker Streett & Co
Missouri
$457K
CTWM
1838
Cherry Tree Wealth Management
Minnesota
$455K
DWM
1839
DKM Wealth Management
California
$455K
AWG
1840
Altus Wealth Group
Colorado
$452K
SIS
1841
Sound Income Strategies
Florida
$452K
AF
1842
Alerus Financial
North Dakota
$451K
FVCM
1843
F&V Capital Management
Florida
$448K
FPL
1844
Fortress Private Ledger
North Carolina
$448K
KL
1845
KWMG LLC
Kansas
$447K
NCM
1846
NCM Capital Management
New Jersey
$446K
AC
1847
AlphaCore Capital
California
$445K
WH
1848
Willner & Heller
California
$443K
T. Rowe Price Associates
1849
T. Rowe Price Associates
Maryland
$443K
MAMG
1850
Milestone Asset Management Group
Connecticut
$441K