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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
TVM
2551
True Vision MN
Minnesota
FCH
2552
Freestone Capital Holdings
Washington
MPW
2553
MGO Private Wealth
California
GI
2554
GLOBALT Investments
Georgia
SWMP
2555
Signature Wealth Management Partners
New Jersey
TR
2556
Tepp RIA
New Jersey
WMA
2557
Wealth Management Associates
New Jersey
AFA
2558
Arlington Financial Advisors
California
PIA
2559
Panoramic Investment Advisors
Colorado
OWM
2560
OneAscent Wealth Management
Alabama
TFA
2561
Tobias Financial Advisors
Florida
XT
2562
XTX Topco
Cayman Islands
SMAM
2563
Sugar Maple Asset Management
Wisconsin
CWA
2564
Clearview Wealth Advisors
Oregon
FWP
2565
Fiduciary Wealth Partners
Massachusetts
MPW
2566
Magnolia Private Wealth
Pennsylvania
RA
2567
Rodgers & Associates
Pennsylvania
SCP
2568
Silverleafe Capital Partners
Tennessee
FFWA
2569
Forthright Family Wealth Advisory
Texas
CCIA
2570
Cherry Creek Investment Advisors
Colorado
WFC
2571
Western Financial Corp
California
HH
2572
HWG Holdings
Texas
OWA
2573
ORBA Wealth Advisors
Illinois
LI
2574
LMCG Investments
Massachusetts
QC
2575
Quent Capital
New York