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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
CWA
2576
Clearview Wealth Advisors
Oregon
FWP
2577
Fiduciary Wealth Partners
Massachusetts
MPW
2578
Magnolia Private Wealth
Pennsylvania
RA
2579
Rodgers & Associates
Pennsylvania
SCP
2580
Silverleafe Capital Partners
Tennessee
FFWA
2581
Forthright Family Wealth Advisory
Texas
CCIA
2582
Cherry Creek Investment Advisors
Colorado
WFC
2583
Western Financial Corp
California
HH
2584
HWG Holdings
Texas
OWA
2585
ORBA Wealth Advisors
Illinois
LI
2586
LMCG Investments
Massachusetts
FAM
2587
Flaharty Asset Management
Florida
QC
2588
Quent Capital
New York
Bank Julius Baer & Co
2589
Bank Julius Baer & Co
Switzerland
MFA
2590
McClarren Financial Advisors
Pennsylvania
WAOTB
2591
Wealth Advisors of Tampa Bay
Florida
WF
2592
Wayfinding Financial
Washington
HCP
2593
Hexagon Capital Partners
Arkansas
PBK
2594
Peoples Bank (Kansas)
Kansas
VBA
2595
von Borstel & Associates
Oregon
WW
2596
Winnow Wealth
Texas
MCM
2597
Mill Capital Management
North Carolina
BCWM
2598
Ball & Co Wealth Management
Tennessee
TLA
2599
Tanglewood Legacy Advisors
Texas
MFS
2600
Mattson Financial Services
Michigan