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iShares Core S&P Small-Cap ETF

2,465 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, 1,157 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: 2,4982,465 (-33)

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: 1,157

Holders
2,465
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
BAM
2526
BLKBRD Asset Management
Connecticut
SHF
2527
Stage Harbor Financial
Massachusetts
AA
2528
Apriem Advisors
California
MA
2529
Marquette Associates
Illinois
MAM
2530
Milestone Asset Management
Pennsylvania
CCG
2531
Cypress Capital Group
Florida
BI
2532
Ballast Inc
Kentucky
DIP
2533
DT Investment Partners
Pennsylvania
MWP
2534
MYCIO Wealth Partners
Pennsylvania
DE
2535
Diversified Enterprises
Delaware
GFG
2536
Greystone Financial Group
Michigan
SAM
2537
Strive Asset Management
Ohio
KWM
2538
KFG Wealth Management
Indiana
FA
2539
FSA Advisors
Michigan
RCP
2540
Rothschild Capital Partners
New York
AWA
2541
Archvest Wealth Advisors
California
CQWA
2542
Chokshi & Queen Wealth Advisors
California
CWA
2543
Consilio Wealth Advisors
Washington
AA
2544
ArborFi Advisors
Michigan
FWM
2545
Foguth Wealth Management
Michigan
GSC
2546
Ground Swell Capital
South Carolina
ITC
2547
Inspire Trust Company
Nevada
HBWM
2548
Hollow Brook Wealth Management
New York
CFG
2549
Clayton Financial Group
Missouri
CF
2550
Corebridge Financial
Texas