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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
AEPWM
2126
Atlantic Edge Private Wealth Management
Florida
$266K
SCM
2127
Schnieders Capital Management
California
$265K
FNB
2128
Farmers National Bank
Kentucky
$265K
D
2129
Dentgroup
Louisiana
$264K
SWM
2130
Sterling Wealth Management
Illinois
$264K
MFS
2131
Madrona Financial Services
Washington
$264K
WSWA
2132
Warren Street Wealth Advisors
California
$263K
PWP
2133
Phillips Wealth Planners
Mississippi
$263K
CB
2134
Chris Bulman
California
$263K
HGWM
2135
Horst & Graben Wealth Management
Oregon
$262K
CIEC
2136
Crédit Industriel et Commercial
France
$260K
JFG
2137
Jefferies Financial Group
New York
$259K
PG
2138
Patten Group
Tennessee
$259K
SP
2139
Successful Portfolios
Florida
$259K
EFG
2140
Everhart Financial Group
Ohio
$259K
VAMG
2141
Voisard Asset Management Group
Michigan
$258K
CCA
2142
Cypress Capital Advisors
Tennessee
$258K
PBF
2143
Petix & Botte Financial
California
$257K
MWM
2144
MY Wealth Management
Maryland
$257K
PAM
2145
Pegasus Asset Management
New York
$256K
NWA
2146
Navis Wealth Advisors
New York
$256K
JIR
2147
James Investment Research
Ohio
$256K
HWMO
2148
Heritage Wealth Management (Ohio)
Ohio
$255K
NSAM
2149
North Star Asset Management
Wisconsin
$255K
GTAM
2150
Global Trust Asset Management
Florida
$255K