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iShares Core S&P Small-Cap ETF

2,466 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, 1,158 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: 2,4982,466 (-32)

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: 1,158

Holders
2,466
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
CAI
251
Capital Advisors Inc
Oklahoma
$23.8M
WIA
252
World Investment Advisors
California
$23.6M
WJA
253
Willis Johnson & Associates
Texas
$23.5M
BWM
254
Baron Wealth Management
Michigan
$23.4M
RCAG
255
Rehmann Capital Advisory Group
Michigan
$23.3M
CRC
256
Curi RMB Capital
Illinois
$23.2M
T
257
TrueFG
Texas
$23.1M
SMC
258
Smith, Moore & Co
Missouri
$22.7M
YIA
259
YHB Investment Advisors
Connecticut
$22.6M
1SB
260
1ST Source Bank
Indiana
$22.6M
PWM
261
Proathlete Wealth Management
Florida
$22.5M
CWA
262
CJM Wealth Advisers
Virginia
$22.4M
OPWM
263
Oakwell Private Wealth Management
Texas
$22.4M
WPA
264
West Paces Advisors
Georgia
$22.2M
VP
265
Verum Partners
North Carolina
$22.1M
KLI
266
Kelman-Lazarov Inc
Tennessee
$22.1M
HTIM
267
Harbour Trust & Investment Management
Indiana
$22.1M
CVSC
268
C.V. Starr & Co
New York
$21.9M
CI
269
Constellation Investments
Ohio
$21.9M
NL
270
Navalign LLC
California
$21.4M
SB
271
Simmons Bank
Arkansas
$21.4M
RFP
272
Roth Financial Partners
Texas
$21.3M
PAI
273
Pittenger & Anderson Inc
Nebraska
$21.1M
NW
274
NewEdge Wealth
Pennsylvania
$21.1M
PWM
275
Perigon Wealth Management
California
$21.1M