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iShares Core S&P Small-Cap ETF

2,483 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 143 funds opening new positions, 914 increasing their positions, 1,165 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: 2,5082,483 (-25)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

22% less repeat investments, than reductions

Existing positions increased: 914 | Existing positions reduced: 1,165

Holders
2,483
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
MAM
351
Mullooly Asset Management
New Jersey
$16.7M
HI
352
Human Investing
Oregon
$16.7M
GGS
353
Galvin Gaustad & Stein
Arizona
$16.6M
KFP
354
Keener Financial Planning
Texas
$16.6M
BOS
355
Bank of Stockton
California
$16.5M
NC
356
NewSquare Capital
Pennsylvania
$16.5M
MCWS
357
McKinley Carter Wealth Services
West Virginia
$16.4M
UBS AM
358
UBS AM
Illinois
$16.4M
GA
359
GFS Advisors
Texas
$16.3M
NRI
360
NFP Retirement Inc
California
$16.3M
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$16.3M
JA
362
JVL Associates
Michigan
$16.3M
FA
363
Fiducient Advisors
Illinois
$16.2M
FNBT
364
FineMark National Bank & Trust
Florida
$16.2M
CSP
365
Cary Street Partners
Virginia
$16.2M
PCIA
366
Prime Capital Investment Advisors
Kansas
$16.1M
TI
367
Tidal Investments
Wisconsin
$16.1M
PSIWM
368
Paradigm Strategies in Wealth Management
Minnesota
$16M
SC
369
SouthState Corp
Florida
$15.9M
BPA
370
Beacon Pointe Advisors
California
$15.7M
Manulife (Manufacturers Life Insurance)
371
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.5M
EWA
372
Encompass Wealth Advisors
Oregon
$15.5M
FWA
373
FSM Wealth Advisors
Ohio
$15.5M
RWM
374
Ritholtz Wealth Management
New York
$15.5M
SCA
375
Southern Capital Advisors
Tennessee
$15.3M