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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
CIC
301
Cutler Investment Counsel
Oregon
$19.2M
IWC
302
Integrated Wealth Concepts
Massachusetts
$19.2M
TODC
303
Trustees of Dartmouth College
New Hampshire
$19.1M
CFA
304
CWS Financial Advisors
Michigan
$19M
MIA
305
MainStreet Investment Advisors
Illinois
$19M
SAM
306
Summit Asset Management
Tennessee
$18.9M
MAM
307
Madison Asset Management
Wisconsin
$18.9M
CA
308
CoreCap Advisors
Michigan
$18.9M
EAMA
309
EFG Asset Management (Americas)
Florida
$18.7M
PAS
310
PKS Advisory Services
New York
$18.7M
TCM
311
Twele Capital Management
Minnesota
$18.6M
ECM
312
Evergreen Capital Management
Washington
$18.6M
IWMWV
313
Ironwood Wealth Management (West Virginia)
West Virginia
$18.5M
EA
314
Evergreen Advisors
Tennessee
$18.5M
NEPPG
315
New England Professional Planning Group
Rhode Island
$18.4M
CCWA
316
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.3M
JSW
317
Journey Strategic Wealth
New Jersey
$18.2M
VFIC
318
Valley Forge Investment Consultants
Pennsylvania
$18.2M
CCM
319
Cambridge Capital Management
Illinois
$18.2M
FHC
320
Fort Henry Capital
West Virginia
$18.1M
BSSFA
321
Baron Silver Stevens Financial Advisors
Florida
$18M
GIM
322
Goelzer Investment Management
Indiana
$18M
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$18M
WT
324
Washington Trust
Rhode Island
$18M
HS
325
Horan Securities
United States
$17.9M