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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
GIA
2201
Goodwin Investment Advisory
Georgia
$233K
4WM
2202
4J Wealth Management
Virginia
$231K
CLP
2203
Charis Legacy Partners
Texas
$231K
CPCM
2204
Cardinal Point Capital Management
Ontario, Canada
$230K
TCOTS
2205
Trust Company of the South
North Carolina
$230K
LF
2206
LifePlan Financial
Minnesota
$230K
BL
2207
BCWM LLC
Kansas
$229K
BWP
2208
Bernardo Wealth Planning
Pennsylvania
$229K
QP
2209
Quartz Partners
New York
$229K
VWA
2210
Valued Wealth Advisors
Utah
$228K
ISFAN
2211
Investor's Fiduciary Advisor Network
Washington
$228K
FC
2212
FCA Corp
Texas
$228K
WQ
2213
Wealth Quarterback
New Jersey
$227K
BCP
2214
Blue Chip Partners
Michigan
$226K
PP
2215
PDS Planning
Ohio
$226K
AFA
2216
Antonelli Financial Advisors
Michigan
$226K
DLCIG
2217
D.L. Carlson Investment Group
New Hampshire
$226K
HFS
2218
Hughes Financial Services
Virginia
$225K
LCG
2219
Lakeshore Capital Group
Illinois
$225K
WLPWM
2220
Walled Lake Planning & Wealth Management
Illinois
$225K
SP
2221
Stablepoint Partners
Massachusetts
$225K
KCP
2222
Kera Capital Partners
California
$225K
PPW
2223
Presilium Private Wealth
Pennsylvania
$224K
NIM
2224
Nicollet Investment Management
Minnesota
$224K
AWP
2225
Ascent Wealth Partners
New York
$224K