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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
PPW
2226
Presilium Private Wealth
Pennsylvania
$224K
NIM
2227
Nicollet Investment Management
Minnesota
$224K
AWP
2228
Ascent Wealth Partners
New York
$224K
APWA
2229
Atlas Private Wealth Advisors
New Jersey
$223K
TWM
2230
Tanager Wealth Management
United Kingdom
$222K
LB
2231
Legacy Bridge
Iowa
$222K
WW
2232
Waterfront Wealth
Kansas
$222K
NPAN
2233
Northeast Planning Associates NH
New Hampshire
$222K
GWAM
2234
Guardian Wealth Advisors (Minnesota)
Minnesota
$221K
MCM
2235
Morton Capital Management
California
$220K
AWM
2236
Arista Wealth Management
Nevada
$220K
SO
2237
Sierra Ocean
California
$219K
MFG
2238
MidWestOne Financial Group
Iowa
$219K
IP
2239
Investment Partners
Ohio
$219K
LKBC
2240
L.K. Benson & Company
Maryland
$218K
PSB
2241
Piscataqua Savings Bank
New Hampshire
$218K
JC
2242
Jacobs & Co
California
$218K
SWM
2243
Steinberganna Wealth Management
New York
$218K
GFA
2244
Gallagher Fiduciary Advisors
Illinois
$218K
TFA
2245
Tobias Financial Advisors
Florida
$217K
PCA
2246
Purkiss Capital Advisors
Connecticut
$217K
MPIA
2247
Milestones Private Investment Advisors
New York
$217K
FCH
2248
Freestone Capital Holdings
Washington
$217K
AIP
2249
Almanack Investment Partners
Pennsylvania
$217K
EC
2250
Estate Counselors
Wisconsin
$217K