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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
ORC
1976
O'Rourke & Company
Massachusetts
$361K
OWA
1977
Octavia Wealth Advisors
Ohio
$360K
CNBT
1978
Canandaigua National Bank & Trust
New York
$358K
CCA
1979
Clarity Capital Advisors
Florida
$356K
CWM
1980
Collaborative Wealth Management
Florida
$356K
PWS
1981
Peloton Wealth Strategists
Indiana
$355K
SA
1982
Sovran Advisors
California
$354K
BL
1983
BFSG LLC
California
$354K
NG
1984
Norden Group
Utah
$354K
SEM
1985
Strategic Equity Management
Arizona
$353K
LWM
1986
Level Wealth Management
North Carolina
$351K
WPW
1987
Watershed Private Wealth
Illinois
$350K
WG
1988
Welch Group
Alabama
$349K
SWA
1989
Strata Wealth Advisors
Texas
$349K
DWM
1990
Darwin Wealth Management
Florida
$349K
BWP
1991
Baldwin Wealth Partners
Massachusetts
$349K
PAMG
1992
Patton Albertson Miller Group
Tennessee
$348K
FDCP
1993
Foster Dykema Cabot & Partners
Massachusetts
$346K
SIM
1994
Synergy Investment Management
Florida
$346K
FWI
1995
Facet Wealth Inc
Maryland
$346K
RAM
1996
Redmond Asset Management
Virginia
$346K
CCA
1997
Checchi Capital Advisers
California
$345K
PS
1998
Pinney & Scofield
Massachusetts
$345K
LWP
1999
LMG Wealth Partners
Louisiana
$345K
VWM
2000
Vermillion Wealth Management
Minnesota
$344K