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iShares Core S&P Small-Cap ETF

2,483 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 143 funds opening new positions, 914 increasing their positions, 1,165 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: 2,5082,483 (-25)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

22% less repeat investments, than reductions

Existing positions increased: 914 | Existing positions reduced: 1,165

Holders
2,483
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
TFA
2576
Tobias Financial Advisors
Florida
XT
2577
XTX Topco
Cayman Islands
SMAM
2578
Sugar Maple Asset Management
Wisconsin
CWA
2579
Clearview Wealth Advisors
Oregon
FWP
2580
Fiduciary Wealth Partners
Massachusetts
MPW
2581
Magnolia Private Wealth
Pennsylvania
RA
2582
Rodgers & Associates
Pennsylvania
SCP
2583
Silverleafe Capital Partners
Tennessee
FFWA
2584
Forthright Family Wealth Advisory
Texas
CCIA
2585
Cherry Creek Investment Advisors
Colorado
WFC
2586
Western Financial Corp
California
HH
2587
HWG Holdings
Texas
OWA
2588
ORBA Wealth Advisors
Illinois
LI
2589
LMCG Investments
Massachusetts
FAM
2590
Flaharty Asset Management
Florida
QC
2591
Quent Capital
New York
Bank Julius Baer & Co
2592
Bank Julius Baer & Co
Switzerland
MFA
2593
McClarren Financial Advisors
Pennsylvania
WAOTB
2594
Wealth Advisors of Tampa Bay
Florida
WF
2595
Wayfinding Financial
Washington
HCP
2596
Hexagon Capital Partners
Arkansas
PBK
2597
Peoples Bank (Kansas)
Kansas
VBA
2598
von Borstel & Associates
Oregon
WW
2599
Winnow Wealth
Texas
MCM
2600
Mill Capital Management
North Carolina