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iShares Core S&P Small-Cap ETF

2,480 hedge funds and large institutions have $57.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 913 increasing their positions, 1,163 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 2,5032,480 (-23)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

21% less repeat investments, than reductions

Existing positions increased: 913 | Existing positions reduced: 1,163

Holders
2,480
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
$60.4M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oakworth Capital
Alabama
$26.7M
Fiera Capital (Canada)
227
Fiera Capital (Canada)
Quebec, Canada
$26.6M
SFS
228
Summit Financial Strategies
Ohio
$26.3M
RWB
229
RMR Wealth Builders
New Jersey
$26.3M
BHIA
230
Birch Hill Investment Advisors
Massachusetts
$26.3M
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$26.2M
SPP
232
Single Point Partners
Massachusetts
$26.1M
GL
233
Graypoint LLC
New York
$26M
FFS
234
Founders Financial Securities
Maryland
$26M
BHWM
235
Bar Harbor Wealth Management
New Hampshire
$25.7M
WTC
236
WhitTier Trust Company
Nevada
$25.5M
MP
237
Mangrove Partners
Connecticut
$25.5M
MT
238
Midwest Trust
Kansas
$25.3M
HL
239
HeadInvest LLC
Maine
$25.3M
LBC
240
Lowe Brockenbrough & Co
Virginia
$25.1M
FMC
241
First Merchants Corp
Indiana
$24.9M
HI
242
Horizon Investments
North Carolina
$24.7M
FWA
243
FORM Wealth Advisors
Wisconsin
$24.7M
RRA
244
Round Rock Advisors
Connecticut
$24.6M
GBWM
245
Granite Bay Wealth Management
New Hampshire
$24.6M
PWAM
246
Private Wealth Asset Management
Iowa
$24.5M
AWA
247
Alaska Wealth Advisors
Alaska
$24.5M
JAG
248
Journey Advisory Group
Kentucky
$24.5M
CMA
249
Cedar Mountain Advisors
Oregon
$24.4M
Thrivent Financial for Lutherans
250
Thrivent Financial for Lutherans
Minnesota
$24.4M