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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
BFPW
301
BOK Financial Private Wealth
Colorado
$19.2M
CIC
302
Cutler Investment Counsel
Oregon
$19.2M
IWC
303
Integrated Wealth Concepts
Massachusetts
$19.2M
TODC
304
Trustees of Dartmouth College
New Hampshire
$19.1M
CFA
305
CWS Financial Advisors
Michigan
$19M
MIA
306
MainStreet Investment Advisors
Illinois
$19M
SAM
307
Summit Asset Management
Tennessee
$18.9M
MAM
308
Madison Asset Management
Wisconsin
$18.9M
CA
309
CoreCap Advisors
Michigan
$18.9M
EAMA
310
EFG Asset Management (Americas)
Florida
$18.7M
PAS
311
PKS Advisory Services
New York
$18.7M
TCM
312
Twele Capital Management
Minnesota
$18.6M
ECM
313
Evergreen Capital Management
Washington
$18.6M
IWMWV
314
Ironwood Wealth Management (West Virginia)
West Virginia
$18.5M
EA
315
Evergreen Advisors
Tennessee
$18.5M
NEPPG
316
New England Professional Planning Group
Rhode Island
$18.4M
CCWA
317
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.3M
JSW
318
Journey Strategic Wealth
New Jersey
$18.2M
VFIC
319
Valley Forge Investment Consultants
Pennsylvania
$18.2M
CCM
320
Cambridge Capital Management
Illinois
$18.2M
FHC
321
Fort Henry Capital
West Virginia
$18.1M
BSSFA
322
Baron Silver Stevens Financial Advisors
Florida
$18M
GIM
323
Goelzer Investment Management
Indiana
$18M
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$18M
WT
325
Washington Trust
Rhode Island
$18M