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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
SC
2126
Soundwatch Capital
Connecticut
$271K
APP
2127
Avantax Planning Partners
Iowa
$271K
IA
2128
Invested Advisors
Pennsylvania
$269K
GF
2129
Gimbal Financial
Indiana
$268K
RA
2130
Ruggaard & Associates
Ohio
$267K
SFA
2131
Souders Financial Advisors
Ohio
$267K
CBTWT
2132
Community Bank & Trust (Waco, Texas)
Texas
$267K
NIWA
2133
New Insight Wealth Advisors
California
$267K
AEPWM
2134
Atlantic Edge Private Wealth Management
Florida
$266K
SCM
2135
Schnieders Capital Management
California
$265K
FNB
2136
Farmers National Bank
Kentucky
$265K
D
2137
Dentgroup
Louisiana
$264K
SWM
2138
Sterling Wealth Management
Illinois
$264K
MFS
2139
Madrona Financial Services
Washington
$264K
WSWA
2140
Warren Street Wealth Advisors
California
$263K
PWP
2141
Phillips Wealth Planners
Mississippi
$263K
CB
2142
Chris Bulman
California
$263K
HGWM
2143
Horst & Graben Wealth Management
Oregon
$262K
CIEC
2144
Crédit Industriel et Commercial
France
$260K
JFG
2145
Jefferies Financial Group
New York
$259K
PG
2146
Patten Group
Tennessee
$259K
SP
2147
Successful Portfolios
Florida
$259K
EFG
2148
Everhart Financial Group
Ohio
$259K
VAMG
2149
Voisard Asset Management Group
Michigan
$258K
CCA
2150
Cypress Capital Advisors
Tennessee
$258K