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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
TF
2026
Tandem Financial
Colorado
$328K
FM
2027
Family Management
New York
$327K
ICM
2028
IMS Capital Management
Oregon
$326K
GL
2029
Gerber LLC
Ohio
$326K
AIC
2030
Allodium Investment Consultants
Minnesota
$325K
PCMK
2031
Paragon Capital Management (Kansas)
Kansas
$321K
SCM
2032
Stonehearth Capital Management
Massachusetts
$321K
ECA
2033
Elevated Capital Advisors
Utah
$320K
DWM
2034
Dopkins Wealth Management
New York
$320K
FA
2035
FF Advisors
California
$319K
CFGW
2036
Chancellor Financial Group WB
Pennsylvania
$319K
RCM
2037
Radnor Capital Management
Pennsylvania
$319K
JWS
2038
Juncture Wealth Strategies
Arizona
$317K
IWP
2039
IAG Wealth Partners
Wisconsin
$317K
BWA
2040
Blodgett Wealth Advisors
California
$316K
HSG
2041
Helen Stephens Group
Texas
$315K
FAN
2042
Financial Advisors Network
California
$313K
SFS
2043
Stiles Financial Services
Minnesota
$312K
CT
2044
Clearstead Trust
Maine
$312K
SIAG
2045
Signet Investment Advisory Group
Rhode Island
$312K
CAG
2046
Curtis Advisory Group
California
$311K
SCA
2047
Stillwater Capital Advisors
Pennsylvania
$311K
BDFN
2048
Bond & Devick Financial Network
Minnesota
$310K
RWM
2049
Riverbend Wealth Management
South Carolina
$309K
HFO
2050
Heritage Family Offices
Arizona
$309K