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iShares Core S&P Small-Cap ETF

2,467 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, 1,159 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: 2,4982,467 (-31)

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: 1,159

Holders
2,467
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
DCM
276
Dimension Capital Management
Florida
$21M
GIA
277
Gladstone Institutional Advisory
Florida
$20.7M
KWMG
278
King Wealth Management Group
Florida
$20.7M
SPC
279
Sigma Planning Corp
Michigan
$20.6M
FMN
280
Financial Management Network
California
$20.6M
QCG
281
Quadrant Capital Group
Ohio
$20.5M
ODG
282
O'Dell Group
Ohio
$20.4M
TCA
283
Trifecta Capital Advisors
Illinois
$20.4M
EW
284
Enzi Wealth
Texas
$20.3M
CA
285
Cornerstone Advisory
Maryland
$20.2M
TCOV
286
Trust Company of Vermont
Vermont
$20.2M
HSBC Holdings
287
HSBC Holdings
United Kingdom
$20M
HG
288
Harbor Group
New Hampshire
$20M
CGA
289
Crescent Grove Advisors
Illinois
$19.9M
ISB
290
Iowa State Bank
Iowa
$19.7M
ST
291
Smithfield Trust
Pennsylvania
$19.6M
FFW
292
Fusion Family Wealth
New York
$19.6M
PWMAG
293
Pinnacle Wealth Management Advisory Group
New Jersey
$19.5M
LFS
294
Lutz Financial Services
Nebraska
$19.5M
ATPW
295
Ashton Thomas Private Wealth
Arizona
$19.4M
YCM
296
Yousif Capital Management
Michigan
$19.4M
AWM
297
Apollon Wealth Management
South Carolina
$19.3M
BFPW
298
BOK Financial Private Wealth
Colorado
$19.2M
CIC
299
Cutler Investment Counsel
Oregon
$19.2M
IWC
300
Integrated Wealth Concepts
Massachusetts
$19.2M