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iShares Core S&P Small-Cap ETF

2,483 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 143 funds opening new positions, 914 increasing their positions, 1,165 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: 2,5082,483 (-25)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

22% less repeat investments, than reductions

Existing positions increased: 914 | Existing positions reduced: 1,165

Holders
2,483
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
MWP
226
Madison Wealth Partners
Wisconsin
$26.8M
OC
227
Oakworth Capital
Alabama
$26.7M
Fiera Capital (Canada)
228
Fiera Capital (Canada)
Quebec, Canada
$26.6M
SFS
229
Summit Financial Strategies
Ohio
$26.3M
RWB
230
RMR Wealth Builders
New Jersey
$26.3M
BHIA
231
Birch Hill Investment Advisors
Massachusetts
$26.3M
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$26.2M
SPP
233
Single Point Partners
Massachusetts
$26.1M
GL
234
Graypoint LLC
New York
$26M
FFS
235
Founders Financial Securities
Maryland
$26M
BHWM
236
Bar Harbor Wealth Management
New Hampshire
$25.7M
WTC
237
WhitTier Trust Company
Nevada
$25.5M
MP
238
Mangrove Partners
Connecticut
$25.5M
MT
239
Midwest Trust
Kansas
$25.3M
HL
240
HeadInvest LLC
Maine
$25.3M
LBC
241
Lowe Brockenbrough & Co
Virginia
$25.1M
FMC
242
First Merchants Corp
Indiana
$24.9M
HI
243
Horizon Investments
North Carolina
$24.7M
FWA
244
FORM Wealth Advisors
Wisconsin
$24.7M
RRA
245
Round Rock Advisors
Connecticut
$24.6M
GBWM
246
Granite Bay Wealth Management
New Hampshire
$24.6M
PWAM
247
Private Wealth Asset Management
Iowa
$24.5M
AWA
248
Alaska Wealth Advisors
Alaska
$24.5M
JAG
249
Journey Advisory Group
Kentucky
$24.5M
CMA
250
Cedar Mountain Advisors
Oregon
$24.4M