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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, 984 increasing their positions, 1,049 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:

0.22% more ownership

Funds ownership: 72.39%72.61% (+0.22%)

1% less funds holding in top 10

Funds holding in top 10: 298296 (-2)

6% less repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 1,049

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
MMHP
2001
Murphy Middleton Hinkle & Parker
Georgia
$338K
WB
2002
Webster Bank
Connecticut
$338K
CWP
2003
Core Wealth Partners
California
$337K
WB
2004
West Bancorporation
Iowa
$337K
SEP
2005
Southland Equity Partners
Missouri
$337K
WIC
2006
Woodmont Investment Counsel
Tennessee
$337K
IIL
2007
Insight Inv LLC
California
$336K
SIM
2008
Sterling Investment Management
Arizona
$336K
FC
2009
Financial Consulate
Maryland
$336K
TRIA
2010
Trail Ridge Investment Advisors
Colorado
$335K
MAG
2011
M3 Advisory Group
Massachusetts
$335K
OPWM
2012
Oxinas Partners Wealth Management
Indiana
$334K
4A
2013
4Wealth Advisors
Illinois
$332K
SMH
2014
Sanders Morris Harris
Texas
$332K
CWM
2015
Copia Wealth Management
Oregon
$332K
EGA
2016
E&G Advisors
Texas
$331K
DWM
2017
Denver Wealth Management
Colorado
$331K
NCG
2018
Newport Capital Group
New Jersey
$330K
SFG
2019
SNS Financial Group
Minnesota
$330K
RIL
2020
Rothschild Investment LLC
Illinois
$330K
AFA
2021
AA Financial Advisors
Ohio
$329K
VPF
2022
Vantage Point Financial
Illinois
$329K
OWA
2023
Opal Wealth Advisors
New York
$328K
ML
2024
Mayport LLC
Massachusetts
$328K
VAM
2025
Virtue Asset Management
Illinois
$328K