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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
BIG
2126
Brookwood Investment Group
Arizona
$273K
PIFP
2127
Partners in Financial Planning
Virginia
$273K
PW
2128
Pandora Wealth
Illinois
$272K
SC
2129
Soundwatch Capital
Connecticut
$271K
APP
2130
Avantax Planning Partners
Iowa
$271K
IA
2131
Invested Advisors
Pennsylvania
$269K
GF
2132
Gimbal Financial
Indiana
$268K
RA
2133
Ruggaard & Associates
Ohio
$267K
SFA
2134
Souders Financial Advisors
Ohio
$267K
CBTWT
2135
Community Bank & Trust (Waco, Texas)
Texas
$267K
NIWA
2136
New Insight Wealth Advisors
California
$267K
AEPWM
2137
Atlantic Edge Private Wealth Management
Florida
$266K
SCM
2138
Schnieders Capital Management
California
$265K
FNB
2139
Farmers National Bank
Kentucky
$265K
D
2140
Dentgroup
Louisiana
$264K
SWM
2141
Sterling Wealth Management
Illinois
$264K
MFS
2142
Madrona Financial Services
Washington
$264K
WSWA
2143
Warren Street Wealth Advisors
California
$263K
PWP
2144
Phillips Wealth Planners
Mississippi
$263K
CB
2145
Chris Bulman
California
$263K
HGWM
2146
Horst & Graben Wealth Management
Oregon
$262K
CIEC
2147
Crédit Industriel et Commercial
France
$260K
JFG
2148
Jefferies Financial Group
New York
$259K
PG
2149
Patten Group
Tennessee
$259K
SP
2150
Successful Portfolios
Florida
$259K