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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
TODC
301
Trustees of Dartmouth College
New Hampshire
$19.1M
CFA
302
CWS Financial Advisors
Michigan
$19M
MIA
303
MainStreet Investment Advisors
Illinois
$19M
SAM
304
Summit Asset Management
Tennessee
$18.9M
MAM
305
Madison Asset Management
Wisconsin
$18.9M
CA
306
CoreCap Advisors
Michigan
$18.9M
EAMA
307
EFG Asset Management (Americas)
Florida
$18.7M
PAS
308
PKS Advisory Services
New York
$18.7M
TCM
309
Twele Capital Management
Minnesota
$18.6M
ECM
310
Evergreen Capital Management
Washington
$18.6M
IWMWV
311
Ironwood Wealth Management (West Virginia)
West Virginia
$18.5M
EA
312
Evergreen Advisors
Tennessee
$18.5M
NEPPG
313
New England Professional Planning Group
Rhode Island
$18.4M
CCWA
314
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.3M
JSW
315
Journey Strategic Wealth
New Jersey
$18.2M
VFIC
316
Valley Forge Investment Consultants
Pennsylvania
$18.2M
CCM
317
Cambridge Capital Management
Illinois
$18.2M
FHC
318
Fort Henry Capital
West Virginia
$18.1M
BSSFA
319
Baron Silver Stevens Financial Advisors
Florida
$18M
GIM
320
Goelzer Investment Management
Indiana
$18M
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$18M
WT
322
Washington Trust
Rhode Island
$18M
HS
323
Horan Securities
United States
$17.9M
Citadel Advisors
324
Citadel Advisors
Florida
$17.9M
PFA
325
Pure Financial Advisors
California
$17.8M