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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
SRC
1926
Sage Rhino Capital
California
$386K
FCIM
1927
Fairview Capital Investment Management
California
$385K
ACI
1928
Alpha Cubed Investments
California
$384K
TFM
1929
Trademark Financial Management
Minnesota
$384K
PFA
1930
Portland Financial Advisors
New York
$384K
KOC
1931
Koss-Olinger Consulting
Florida
$381K
HFA
1932
High Falls Advisors
New York
$380K
HT
1933
Heritage Trust
Oklahoma
$376K
DBRC
1934
D.B. Root & Company
Pennsylvania
$376K
AWA
1935
Arbor Wealth Advisors
Michigan
$376K
NCM
1936
Northside Capital Management
Oregon
$375K
CWM
1937
Castle Wealth Management
Florida
$375K
RDWM
1938
Red Door Wealth Management
Tennessee
$375K
BONH
1939
Bank of New Hampshire
New Hampshire
$375K
NEPWA
1940
New England Private Wealth Advisors
Massachusetts
$375K
WWA
1941
Wingate Wealth Advisors
Massachusetts
$374K
KWM
1942
Kaydan Wealth Management
Michigan
$373K
VA
1943
Vident Advisory
Georgia
$373K
HAP
1944
Harbor Asset Planning
Massachusetts
$373K
WTB
1945
Washington Trust Bank
Washington
$373K
MCA
1946
Midwest Capital Advisors
Michigan
$372K
WWC
1947
Waypoint Wealth Counsel
Georgia
$372K
FFL
1948
Financial Freedom LLC
Ohio
$372K
EWM
1949
Elevatus Welath Management
New York
$371K
AWM
1950
Activest Wealth Management
Florida
$371K