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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
NW
276
NewEdge Wealth
Pennsylvania
$21.1M
PWM
277
Perigon Wealth Management
California
$21.1M
DCM
278
Dimension Capital Management
Florida
$21M
GIA
279
Gladstone Institutional Advisory
Florida
$20.7M
KWMG
280
King Wealth Management Group
Florida
$20.7M
SPC
281
Sigma Planning Corp
Michigan
$20.6M
FMN
282
Financial Management Network
California
$20.6M
QCG
283
Quadrant Capital Group
Ohio
$20.5M
ODG
284
O'Dell Group
Ohio
$20.4M
TCA
285
Trifecta Capital Advisors
Illinois
$20.4M
EW
286
Enzi Wealth
Texas
$20.3M
CA
287
Cornerstone Advisory
Maryland
$20.2M
TCOV
288
Trust Company of Vermont
Vermont
$20.2M
HSBC Holdings
289
HSBC Holdings
United Kingdom
$20M
HG
290
Harbor Group
New Hampshire
$20M
CGA
291
Crescent Grove Advisors
Illinois
$19.9M
ISB
292
Iowa State Bank
Iowa
$19.7M
ST
293
Smithfield Trust
Pennsylvania
$19.6M
FFW
294
Fusion Family Wealth
New York
$19.6M
PWMAG
295
Pinnacle Wealth Management Advisory Group
New Jersey
$19.5M
LFS
296
Lutz Financial Services
Nebraska
$19.5M
ATPW
297
Ashton Thomas Private Wealth
Arizona
$19.4M
YCM
298
Yousif Capital Management
Michigan
$19.4M
AWM
299
Apollon Wealth Management
South Carolina
$19.3M
BFPW
300
BOK Financial Private Wealth
Colorado
$19.2M