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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
HI
351
Human Investing
Oregon
$16.7M
GGS
352
Galvin Gaustad & Stein
Arizona
$16.6M
KFP
353
Keener Financial Planning
Texas
$16.6M
BOS
354
Bank of Stockton
California
$16.5M
NC
355
NewSquare Capital
Pennsylvania
$16.5M
MCWS
356
McKinley Carter Wealth Services
West Virginia
$16.4M
UBS AM
357
UBS AM
Illinois
$16.4M
GA
358
GFS Advisors
Texas
$16.3M
NRI
359
NFP Retirement Inc
California
$16.3M
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$16.3M
JA
361
JVL Associates
Michigan
$16.3M
FA
362
Fiducient Advisors
Illinois
$16.2M
FNBT
363
FineMark National Bank & Trust
Florida
$16.2M
CSP
364
Cary Street Partners
Virginia
$16.2M
PCIA
365
Prime Capital Investment Advisors
Kansas
$16.1M
TI
366
Tidal Investments
Wisconsin
$16.1M
PSIWM
367
Paradigm Strategies in Wealth Management
Minnesota
$16M
SC
368
SouthState Corp
Florida
$15.9M
BPA
369
Beacon Pointe Advisors
California
$15.7M
Manulife (Manufacturers Life Insurance)
370
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.5M
EWA
371
Encompass Wealth Advisors
Oregon
$15.5M
FWA
372
FSM Wealth Advisors
Ohio
$15.5M
RWM
373
Ritholtz Wealth Management
New York
$15.5M
SCA
374
Southern Capital Advisors
Tennessee
$15.3M
SBH
375
Segall Bryant & Hamill
Illinois
$15.3M