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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
MPW
2276
MGO Private Wealth
California
$209K
FWP
2277
Falcon Wealth Planning
California
$208K
SF
2278
Strategent Financial
Virginia
$207K
CFP
2279
Curran Financial Partners
South Carolina
$207K
GFPC
2280
Global Financial Private Client
Florida
$207K
JLBC
2281
J.L. Bainbridge & Co
Florida
$206K
SP
2282
Stonebrook Private
Michigan
$206K
MPW
2283
Magnolia Private Wealth
Pennsylvania
$205K
SFG
2284
Shum Financial Group
California
$205K
DA
2285
Detalus Advisors
Missouri
$205K
TF
2286
TME Financial
California
$205K
KIM
2287
Kestra Investment Management
Texas
$205K
PWM
2288
Partners Wealth Management
California
$205K
IWM
2289
Integris Wealth Management
California
$204K
DW30
2290
Drucker Wealth 3.0
New Jersey
$204K
GG
2291
GenWealth Group
New Jersey
$203K
MP
2292
McDonald Partners
Ohio
$203K
OFO
2293
OneAscent Family Office
Alabama
$203K
WWM
2294
Whalen Wealth Management
Nevada
$202K
HNW
2295
High Note Wealth
Minnesota
$202K
APA
2296
Astoria Portfolio Advisors
New York
$201K
TWM
2297
Topsail Wealth Management
North Carolina
$199K
GWP
2298
Gen-Wealth Partners
Michigan
$196K
CVM
2299
Cheviot Value Management
California
$196K
MWM
2300
MGB Wealth Management
Texas
$194K