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iShares Core S&P Small-Cap ETF

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M
Name Holding Trade Value Shares
Change
Shares
Change %
RDFA
326
Ritter Daniher Financial Advisory
Ohio
$17.8M -$264K -2,418 -1%
Mackenzie Financial
327
Mackenzie Financial
Ontario, Canada
$17.7M +$111K +1,020 +0.6%
RWP
328
RWA Wealth Partners
Massachusetts
$17.7M +$4.8M +43,929 +37%
LFS
329
Legacy Financial Strategies
Kansas
$17.7M +$124K +1,138 +0.7%
VCP
330
Verus Capital Partners
Arizona
$17.7M +$1.21M +11,060 +7%
FWM
331
FFT Wealth Management
Pennsylvania
$17.5M -$3.5M -31,638 -17%
PFA
332
Pathway Financial Advisors
Vermont
$17.5M +$5.47M +50,006 +46%
CWMK
333
Caliber Wealth Management (Kansas)
Kansas
$17.4M +$12.2M +112,002 +236%
CPIG
334
Chicago Partners Investment Group
Illinois
$17.3M -$107K -940 -0.6%
TFA
335
Transamerica Financial Advisors
Florida
$17.2M +$183K +1,678 +1%
OIA
336
OneDigital Investment Advisors
Kansas
$17.2M -$356K -3,256 -2%
SWP
337
Sagespring Wealth Partners
Tennessee
$17.2M -$4.23M -38,710 -20%
CC
338
Courier Capital
New York
$17.2M +$828K +7,575 +5%
AWS
339
Atria Wealth Solutions
New York
$17.1M -$24.4M -221,477 -59%
SCM
340
SCS Capital Management
Massachusetts
$17.1M -$9.58M -87,681 -36%
BA
341
Bristlecone Advisors
Washington
$17M +$318K +2,911 +2%
WH
342
Whitcomb & Hess
Ohio
$16.9M +$382K +3,492 +2%
LIA
343
LBMC Investment Advisors
Tennessee
$16.9M +$1.17M +10,741 +7%
WFA
344
Wellspring Financial Advisors
Ohio
$16.8M +$52.7K +1,618 +0.3%
CCA
345
Conservest Capital Advisors
Pennsylvania
$16.8M -$10.2M -93,431 -38%
SB
346
Sunflower Bank
Texas
$16.7M -$10.1M -92,687 -38%
MAM
347
Mullooly Asset Management
New Jersey
$16.7M -$115K -1,052 -0.7%
HI
348
Human Investing
Oregon
$16.7M +$996K +9,107 +6%
GGS
349
Galvin Gaustad & Stein
Arizona
$16.6M -$4.59M -42,021 -22%
KFP
350
Keener Financial Planning
Texas
$16.6M +$3.37M +30,856 +26%