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iShares Core S&P Small-Cap ETF

2,466 hedge funds and large institutions have $57B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 908 increasing their positions, 1,158 reducing their positions, and 128 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 2,4982,466 (-32)

9% less funds holding in top 10

Funds holding in top 10: 323293 (-30)

22% less repeat investments, than reductions

Existing positions increased: 908 | Existing positions reduced: 1,158

Holders
2,466
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
293
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
Fiera Capital (Canada)
226
Fiera Capital (Canada)
Quebec, Canada
$26.6M
SFS
227
Summit Financial Strategies
Ohio
$26.3M
RWB
228
RMR Wealth Builders
New Jersey
$26.3M
BHIA
229
Birch Hill Investment Advisors
Massachusetts
$26.3M
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$26.2M
SPP
231
Single Point Partners
Massachusetts
$26.1M
GL
232
Graypoint LLC
New York
$26M
FFS
233
Founders Financial Securities
Maryland
$26M
BHWM
234
Bar Harbor Wealth Management
New Hampshire
$25.7M
WTC
235
WhitTier Trust Company
Nevada
$25.5M
MP
236
Mangrove Partners
Connecticut
$25.5M
MT
237
Midwest Trust
Kansas
$25.3M
HL
238
HeadInvest LLC
Maine
$25.3M
LBC
239
Lowe Brockenbrough & Co
Virginia
$25.1M
FMC
240
First Merchants Corp
Indiana
$24.9M
HI
241
Horizon Investments
North Carolina
$24.7M
FWA
242
FORM Wealth Advisors
Wisconsin
$24.7M
RRA
243
Round Rock Advisors
Connecticut
$24.6M
GBWM
244
Granite Bay Wealth Management
New Hampshire
$24.6M
PWAM
245
Private Wealth Asset Management
Iowa
$24.5M
AWA
246
Alaska Wealth Advisors
Alaska
$24.5M
JAG
247
Journey Advisory Group
Kentucky
$24.5M
CMA
248
Cedar Mountain Advisors
Oregon
$24.4M
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$24.4M
ETS
250
ESL Trust Services
New York
$24M