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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
NRWA
2351
North Ridge Wealth Advisors
Oregon
$83.2K
GA
2352
GoalVest Advisory
New York
$83.1K
BDPWM
2353
Barnes Dennig Private Wealth Management
Ohio
$80.3K
MIM
2354
MTM Investment Management
South Carolina
$79.1K
KFP
2355
Kerr Financial Planning
California
$77.7K
WW
2356
Winnow Wealth
Texas
$76.6K
GWSA
2357
Global Wealth Strategies & Associates
Colorado
$76.1K
TCB
2358
Texas Capital Bancshares
Texas
$76.1K
MJRIC
2359
Mogy Joel R Investment Counsel
California
$75.8K
FWA
2360
Flagship Wealth Advisors
Massachusetts
$75.5K
EPAM
2361
Evelyn Partners Asset Management
$75.5K
BTD
2362
BankPlus Trust Department
Mississippi
$75.1K
CFG
2363
Chapman Financial Group
Hawaii
$74.6K
DCM
2364
Davis Capital Management
Florida
$73.4K
TWM
2365
Tripletail Wealth Management
Florida
$71.5K
FWM
2366
FSA Wealth Management
Massachusetts
$65.6K
HWP
2367
Highline Wealth Partners
California
$65K
TSMHT
2368
Thurston Springer Miller Herd & Titak
Indiana
$64.8K
CFS
2369
Compass Financial Services
Iowa
$64.7K
WBC
2370
West Branch Capital
Massachusetts
$64.2K
RA
2371
Rise Advisors
New York
$64K
BMC
2372
Bear Mountain Capital
Washington
$63.8K
FIM
2373
FWL Investment Management
Texas
$63.7K
AIA
2374
Armor Investment Advisors
North Carolina
$63.5K
NFSG
2375
Newbridge Financial Services Group
Florida
$62.8K