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iShares Core S&P Small-Cap ETF

2,509 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, 990 increasing their positions, 1,055 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 funds holding

Funds holding:

0.74% more ownership

Funds ownership: 72.39%73.13% (+0.74%)

0% less funds holding in top 10

Funds holding in top 10: 299298 (-1)

6% less repeat investments, than reductions

Existing positions increased: 990 | Existing positions reduced: 1,055

Holders
2,509
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
SGI
1976
Summit Global Investments
Utah
$361K
PWM
1977
Penobscot Wealth Management
Maine
$361K
ORC
1978
O'Rourke & Company
Massachusetts
$361K
OWA
1979
Octavia Wealth Advisors
Ohio
$360K
CNBT
1980
Canandaigua National Bank & Trust
New York
$358K
CCA
1981
Clarity Capital Advisors
Florida
$356K
CWM
1982
Collaborative Wealth Management
Florida
$356K
PWS
1983
Peloton Wealth Strategists
Indiana
$355K
SA
1984
Sovran Advisors
California
$354K
BL
1985
BFSG LLC
California
$354K
NG
1986
Norden Group
Utah
$354K
SEM
1987
Strategic Equity Management
Arizona
$353K
LWM
1988
Level Wealth Management
North Carolina
$351K
WPW
1989
Watershed Private Wealth
Illinois
$350K
WG
1990
Welch Group
Alabama
$349K
SWA
1991
Strata Wealth Advisors
Texas
$349K
DWM
1992
Darwin Wealth Management
Florida
$349K
BWP
1993
Baldwin Wealth Partners
Massachusetts
$349K
PAMG
1994
Patton Albertson Miller Group
Tennessee
$348K
FDCP
1995
Foster Dykema Cabot & Partners
Massachusetts
$346K
SIM
1996
Synergy Investment Management
Florida
$346K
FWI
1997
Facet Wealth Inc
Maryland
$346K
RAM
1998
Redmond Asset Management
Virginia
$346K
CCA
1999
Checchi Capital Advisers
California
$345K
PS
2000
Pinney & Scofield
Massachusetts
$345K