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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
SFG
2026
SNS Financial Group
Minnesota
$330K
RIL
2027
Rothschild Investment LLC
Illinois
$330K
AFA
2028
AA Financial Advisors
Ohio
$329K
VPF
2029
Vantage Point Financial
Illinois
$329K
OWA
2030
Opal Wealth Advisors
New York
$328K
ML
2031
Mayport LLC
Massachusetts
$328K
VAM
2032
Virtue Asset Management
Illinois
$328K
TF
2033
Tandem Financial
Colorado
$328K
FM
2034
Family Management
New York
$327K
SGFG
2035
Silver Grove Financial Group
New York
$326K
ICM
2036
IMS Capital Management
Oregon
$326K
GL
2037
Gerber LLC
Ohio
$326K
AIC
2038
Allodium Investment Consultants
Minnesota
$325K
PCMK
2039
Paragon Capital Management (Kansas)
Kansas
$321K
SCM
2040
Stonehearth Capital Management
Massachusetts
$321K
ECA
2041
Elevated Capital Advisors
Utah
$320K
DWM
2042
Dopkins Wealth Management
New York
$320K
FA
2043
FF Advisors
California
$319K
CFGW
2044
Chancellor Financial Group WB
Pennsylvania
$319K
RCM
2045
Radnor Capital Management
Pennsylvania
$319K
JWS
2046
Juncture Wealth Strategies
Arizona
$317K
IWP
2047
IAG Wealth Partners
Wisconsin
$317K
BWA
2048
Blodgett Wealth Advisors
California
$316K
HSG
2049
Helen Stephens Group
Texas
$315K
FAN
2050
Financial Advisors Network
California
$313K