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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
Citadel Advisors
326
Citadel Advisors
Florida
$17.9M
PFA
327
Pure Financial Advisors
California
$17.8M
RDFA
328
Ritter Daniher Financial Advisory
Ohio
$17.8M
Mackenzie Financial
329
Mackenzie Financial
Ontario, Canada
$17.7M
RWP
330
RWA Wealth Partners
Massachusetts
$17.7M
LFS
331
Legacy Financial Strategies
Kansas
$17.7M
VCP
332
Verus Capital Partners
Arizona
$17.7M
FWM
333
FFT Wealth Management
Pennsylvania
$17.5M
PFA
334
Pathway Financial Advisors
Vermont
$17.5M
CWMK
335
Caliber Wealth Management (Kansas)
Kansas
$17.4M
CPIG
336
Chicago Partners Investment Group
Illinois
$17.3M
TFA
337
Transamerica Financial Advisors
Florida
$17.2M
OIA
338
OneDigital Investment Advisors
Kansas
$17.2M
SWP
339
Sagespring Wealth Partners
Tennessee
$17.2M
CC
340
Courier Capital
New York
$17.2M
AWS
341
Atria Wealth Solutions
New York
$17.1M
SCM
342
SCS Capital Management
Massachusetts
$17.1M
BA
343
Bristlecone Advisors
Washington
$17M
SFWA
344
Summit Financial Wealth Advisors
Louisiana
$16.9M
WH
345
Whitcomb & Hess
Ohio
$16.9M
LIA
346
LBMC Investment Advisors
Tennessee
$16.9M
WFA
347
Wellspring Financial Advisors
Ohio
$16.8M
CCA
348
Conservest Capital Advisors
Pennsylvania
$16.8M
SB
349
Sunflower Bank
Texas
$16.7M
MAM
350
Mullooly Asset Management
New Jersey
$16.7M