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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
FA
1951
Fermata Advisors
California
$370K
NHC
1952
Nicholas Hoffman & Company
Georgia
$369K
WHCFA
1953
William Howard & Co Financial Advisors
Tennessee
$369K
FFG
1954
Foundry Financial Group
New Hampshire
$368K
HIS
1955
Horizon Investment Services
Indiana
$368K
SWM
1956
Segment Wealth Management
Texas
$367K
AGP
1957
Aspire Growth Partners
Florida
$366K
TW
1958
Towerpoint Wealth
California
$366K
DS
1959
DRW Securities
Illinois
$366K
TMWM
1960
Taylor & Morgan Wealth Management
Michigan
$366K
EHC
1961
Everett Harris & Co
California
$364K
VPA
1962
Vernal Point Advisors
California
$364K
CWA
1963
Clarity Wealth Advisors
California
$364K
RIA
1964
Realta Investment Advisors
Delaware
$363K
AFAS
1965
Acorn Financial Advisory Services
Virginia
$361K
HCMT
1966
Highland Capital Management (Tennessee)
Tennessee
$361K
SGI
1967
Summit Global Investments
Utah
$361K
PWM
1968
Penobscot Wealth Management
Maine
$361K
ORC
1969
O'Rourke & Company
Massachusetts
$361K
OWA
1970
Octavia Wealth Advisors
Ohio
$360K
CNBT
1971
Canandaigua National Bank & Trust
New York
$358K
CCA
1972
Clarity Capital Advisors
Florida
$356K
CWM
1973
Collaborative Wealth Management
Florida
$356K
PWS
1974
Peloton Wealth Strategists
Indiana
$355K
SA
1975
Sovran Advisors
California
$354K