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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
QP
2201
Quartz Partners
New York
$229K
VWA
2202
Valued Wealth Advisors
Utah
$228K
ISFAN
2203
Investor's Fiduciary Advisor Network
Washington
$228K
FC
2204
FCA Corp
Texas
$228K
WQ
2205
Wealth Quarterback
New Jersey
$227K
BCP
2206
Blue Chip Partners
Michigan
$226K
PP
2207
PDS Planning
Ohio
$226K
AFA
2208
Antonelli Financial Advisors
Michigan
$226K
DLCIG
2209
D.L. Carlson Investment Group
New Hampshire
$226K
HFS
2210
Hughes Financial Services
Virginia
$225K
LCG
2211
Lakeshore Capital Group
Illinois
$225K
WLPWM
2212
Walled Lake Planning & Wealth Management
Illinois
$225K
SP
2213
Stablepoint Partners
Massachusetts
$225K
KCP
2214
Kera Capital Partners
California
$225K
PPW
2215
Presilium Private Wealth
Pennsylvania
$224K
NIM
2216
Nicollet Investment Management
Minnesota
$224K
AWP
2217
Ascent Wealth Partners
New York
$224K
APWA
2218
Atlas Private Wealth Advisors
New Jersey
$223K
TWM
2219
Tanager Wealth Management
United Kingdom
$222K
LB
2220
Legacy Bridge
Iowa
$222K
WW
2221
Waterfront Wealth
Kansas
$222K
NPAN
2222
Northeast Planning Associates NH
New Hampshire
$222K
GWAM
2223
Guardian Wealth Advisors (Minnesota)
Minnesota
$221K
MCM
2224
Morton Capital Management
California
$220K
AWM
2225
Arista Wealth Management
Nevada
$220K