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iShares Core S&P Small-Cap ETF

2,491 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
2,491
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
BA
2301
Ballast Advisors
Minnesota
$163K
LWMI
2302
Legacy Wealth Management (Idaho)
Idaho
$161K
CFS
2303
CGC Financial Services
Oregon
$160K
LC
2304
Lavaca Capital
Texas
$157K
CCMI
2305
Creative Capital Management Investments
California
$152K
GIP
2306
Granite Investment Partners
California
$151K
CJ
2307
Caitlin John
Michigan
$149K
OIA
2308
Optimum Investment Advisors
Illinois
$146K
BHWM
2309
Beaird Harris Wealth Management
Texas
$136K
HHGA
2310
Halbert Hargrove Global Advisors
California
$135K
TAM
2311
Tucker Asset Management
Colorado
$133K
RFA
2312
Register Financial Advisors
Georgia
$133K
AT
2313
Avalon Trust
New Mexico
$131K
MFA
2314
Morling Financial Advisors
California
$130K
NC
2315
North Capital
Utah
$129K
AA
2316
Addison Advisors
Vermont
$125K
LWA
2317
Lowe Wealth Advisors
Maryland
$123K
CCG
2318
Ceeto Capital Group
Florida
$123K
HWA
2319
HHM Wealth Advisors
Tennessee
$122K
LCM
2320
Logan Capital Management
Pennsylvania
$119K
SA
2321
Seneschal Advisors
Washington
$116K
SFC
2322
SYM Financial Corp
Indiana
$115K
CIA
2323
Cape Investment Advisory
Georgia
$114K
APW
2324
Acima Private Wealth
Virginia
$113K
CCM
2325
Chilton Capital Management
Texas
$111K