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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
PBF
2151
Petix & Botte Financial
California
$257K
MWM
2152
MY Wealth Management
Maryland
$257K
PAM
2153
Pegasus Asset Management
New York
$256K
NWA
2154
Navis Wealth Advisors
New York
$256K
JIR
2155
James Investment Research
Ohio
$256K
HWMO
2156
Heritage Wealth Management (Ohio)
Ohio
$255K
NSAM
2157
North Star Asset Management
Wisconsin
$255K
GTAM
2158
Global Trust Asset Management
Florida
$255K
OFS
2159
OneAscent Financial Services
Alabama
$254K
MP
2160
Moment Partners
California
$253K
SA
2161
SRH Advisors
Kansas
$253K
FPWM
2162
FSB Premier Wealth Management
Iowa
$253K
CAM
2163
CPA Asset Management
Florida
$251K
IIA
2164
ICW Investment Advisors
Arizona
$250K
HFS
2165
Heritage Financial Services
Massachusetts
$249K
ACS
2166
Archford Capital Strategies
Illinois
$248K
FA
2167
FSA Advisors
Michigan
$247K
MFWP
2168
Mosaic Family Wealth Partners
Missouri
$247K
ANB
2169
Amarillo National Bank
Texas
$247K
SPWG
2170
Syntegra Private Wealth Group
Missouri
$246K
EA
2171
Eclectic Associates
California
$246K
CCG
2172
Coastwise Capital Group
California
$246K
AWMG
2173
ADG Wealth Management Group
Louisiana
$244K
FP
2174
Fiduciary Planning
Florida
$244K
RIP
2175
Reliant Investment Partners
North Carolina
$244K