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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
LW
2526
Lauer Wealth
Indiana
FMI
2527
Fiduciary Management Inc
Wisconsin
TFA
2528
Tranquilli Financial Advisor
New Jersey
JPG
2529
Jordan Park Group
California
FBT
2530
First Bankers Trust
Kentucky
TVAMP
2531
Tennessee Valley Asset Management Partners
Tennessee
EWA
2532
ERTS Wealth Advisors
Michigan
CPA
2533
Capital Planning Advisors
California
1CP
2534
17 Capital Partners
Arizona
TGCMU
2535
Titan Global Capital Management USA
New York
GPWM
2536
Grant Private Wealth Management
California
AWM
2537
Aegis Wealth Management
Maryland
G
2538
GenTrust
Florida
BAM
2539
BLKBRD Asset Management
Connecticut
SHF
2540
Stage Harbor Financial
Massachusetts
AA
2541
Apriem Advisors
California
MA
2542
Marquette Associates
Illinois
MAM
2543
Milestone Asset Management
Pennsylvania
CCG
2544
Cypress Capital Group
Florida
DIP
2545
DT Investment Partners
Pennsylvania
MWP
2546
MYCIO Wealth Partners
Pennsylvania
DE
2547
Diversified Enterprises
Delaware
GFG
2548
Greystone Financial Group
Michigan
SAM
2549
Strive Asset Management
Ohio
KWM
2550
KFG Wealth Management
Indiana