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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
HAP
1951
Harbor Asset Planning
Massachusetts
$373K
WTB
1952
Washington Trust Bank
Washington
$373K
MCA
1953
Midwest Capital Advisors
Michigan
$372K
WWC
1954
Waypoint Wealth Counsel
Georgia
$372K
FFL
1955
Financial Freedom LLC
Ohio
$372K
EWM
1956
Elevatus Welath Management
New York
$371K
AWM
1957
Activest Wealth Management
Florida
$371K
FA
1958
Fermata Advisors
California
$370K
NHC
1959
Nicholas Hoffman & Company
Georgia
$369K
WHCFA
1960
William Howard & Co Financial Advisors
Tennessee
$369K
FFG
1961
Foundry Financial Group
New Hampshire
$368K
HIS
1962
Horizon Investment Services
Indiana
$368K
SWM
1963
Segment Wealth Management
Texas
$367K
AGP
1964
Aspire Growth Partners
Florida
$366K
TW
1965
Towerpoint Wealth
California
$366K
DS
1966
DRW Securities
Illinois
$366K
TMWM
1967
Taylor & Morgan Wealth Management
Michigan
$366K
EHC
1968
Everett Harris & Co
California
$364K
VPA
1969
Vernal Point Advisors
California
$364K
CWA
1970
Clarity Wealth Advisors
California
$364K
RIA
1971
Realta Investment Advisors
Delaware
$363K
AFAS
1972
Acorn Financial Advisory Services
Virginia
$361K
HCMT
1973
Highland Capital Management (Tennessee)
Tennessee
$361K
SGI
1974
Summit Global Investments
Utah
$361K
PWM
1975
Penobscot Wealth Management
Maine
$361K