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