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iShares Core S&P Small-Cap ETF

2,508 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, 989 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: 989 | Existing positions reduced: 1,055

Holders
2,508
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
RWM
2201
Revisor Wealth Management
Ohio
$233K
LA
2202
LM Advisors
California
$233K
GIA
2203
Goodwin Investment Advisory
Georgia
$233K
4WM
2204
4J Wealth Management
Virginia
$231K
CLP
2205
Charis Legacy Partners
Texas
$231K
CPCM
2206
Cardinal Point Capital Management
Ontario, Canada
$230K
TCOTS
2207
Trust Company of the South
North Carolina
$230K
LF
2208
LifePlan Financial
Minnesota
$230K
BL
2209
BCWM LLC
Kansas
$229K
BWP
2210
Bernardo Wealth Planning
Pennsylvania
$229K
QP
2211
Quartz Partners
New York
$229K
VWA
2212
Valued Wealth Advisors
Utah
$228K
ISFAN
2213
Investor's Fiduciary Advisor Network
Washington
$228K
FC
2214
FCA Corp
Texas
$228K
FI
2215
Financial Insights
Washington
$227K
WQ
2216
Wealth Quarterback
New Jersey
$227K
BCP
2217
Blue Chip Partners
Michigan
$226K
PP
2218
PDS Planning
Ohio
$226K
AFA
2219
Antonelli Financial Advisors
Michigan
$226K
DLCIG
2220
D.L. Carlson Investment Group
New Hampshire
$226K
HFS
2221
Hughes Financial Services
Virginia
$225K
LCG
2222
Lakeshore Capital Group
Illinois
$225K
WLPWM
2223
Walled Lake Planning & Wealth Management
Illinois
$225K
SP
2224
Stablepoint Partners
Massachusetts
$225K
KCP
2225
Kera Capital Partners
California
$225K