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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
CWM
1926
Concentrum Wealth Management
California
$394K
PWP
1927
Prasad Wealth Partners
Ohio
$393K
FFM
1928
Forum Financial Management
Illinois
$393K
TPI
1929
Trust Point Inc
Wisconsin
$392K
FM
1930
Foster & Motley
Ohio
$391K
RCM
1931
RMR Capital Management
California
$389K
FRA
1932
Frank Rimerman Advisors
California
$388K
SRC
1933
Sage Rhino Capital
California
$386K
FCIM
1934
Fairview Capital Investment Management
California
$385K
ACI
1935
Alpha Cubed Investments
California
$384K
TFM
1936
Trademark Financial Management
Minnesota
$384K
PFA
1937
Portland Financial Advisors
New York
$384K
KOC
1938
Koss-Olinger Consulting
Florida
$381K
HFA
1939
High Falls Advisors
New York
$380K
HT
1940
Heritage Trust
Oklahoma
$376K
DBRC
1941
D.B. Root & Company
Pennsylvania
$376K
AWA
1942
Arbor Wealth Advisors
Michigan
$376K
NCM
1943
Northside Capital Management
Oregon
$375K
CWM
1944
Castle Wealth Management
Florida
$375K
RDWM
1945
Red Door Wealth Management
Tennessee
$375K
BONH
1946
Bank of New Hampshire
New Hampshire
$375K
NEPWA
1947
New England Private Wealth Advisors
Massachusetts
$375K
WWA
1948
Wingate Wealth Advisors
Massachusetts
$374K
KWM
1949
Kaydan Wealth Management
Michigan
$373K
VA
1950
Vident Advisory
Georgia
$373K