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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
LWP
2001
LMG Wealth Partners
Louisiana
$345K
VWM
2002
Vermillion Wealth Management
Minnesota
$344K
PCS
2003
Private Client Services
Kentucky
$344K
LWA
2004
Lifelong Wealth Advisors
Minnesota
$344K
PFM
2005
Potomac Fund Management
Florida
$344K
SWIG
2006
Strategic Wealth Investment Group
Kentucky
$339K
SAW
2007
Signal Advisors Wealth
Michigan
$339K
HCC
2008
Hirtle Callaghan & Co
Pennsylvania
$339K
EP
2009
EPIQ Partners
Minnesota
$339K
MMHP
2010
Murphy Middleton Hinkle & Parker
Georgia
$338K
WB
2011
Webster Bank
Connecticut
$338K
CWP
2012
Core Wealth Partners
California
$337K
WB
2013
West Bancorporation
Iowa
$337K
SEP
2014
Southland Equity Partners
Missouri
$337K
WIC
2015
Woodmont Investment Counsel
Tennessee
$337K
IIL
2016
Insight Inv LLC
California
$336K
SIM
2017
Sterling Investment Management
Arizona
$336K
FC
2018
Financial Consulate
Maryland
$336K
TRIA
2019
Trail Ridge Investment Advisors
Colorado
$335K
MAG
2020
M3 Advisory Group
Massachusetts
$335K
OPWM
2021
Oxinas Partners Wealth Management
Indiana
$334K
4A
2022
4Wealth Advisors
Illinois
$332K
SMH
2023
Sanders Morris Harris
Texas
$332K
CWM
2024
Copia Wealth Management
Oregon
$332K
EGA
2025
E&G Advisors
Texas
$331K