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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
OPPS
376
Obsidian Personal Planning Solutions
Maryland
$15.3M
LP
377
LGL Partners
Pennsylvania
$15.3M
LPAM
378
Lodestar Private Asset Management
California
$15.2M
TPCW
379
TD Private Client Wealth
New York
$15.2M
AF
380
Apexium Financial
Texas
$15.1M
FMWA
381
Forvis Mazars Wealth Advisors
Missouri
$15.1M
HCA
382
Heck Capital Advisors
Wisconsin
$15M
VWM
383
Venturi Wealth Management
Texas
$15M
CA
384
Crewe Advisors
Utah
$14.9M
AGA
385
Arkos Global Advisors
Texas
$14.9M
Principal Financial Group
386
Principal Financial Group
Iowa
$14.8M
CJH
387
Christopher J. Hasenberg
Wisconsin
$14.8M
State of Tennessee, Department of Treasury
388
State of Tennessee, Department of Treasury
Tennessee
$14.8M
LC
389
LTG Capital
Massachusetts
$14.7M
VFG
390
Victory Financial Group
Texas
$14.7M
CIA
391
Concurrent Investment Advisors
Florida
$14.6M
PMG
392
ProVise Management Group
Florida
$14.5M
HR
393
Hardy Reed
Mississippi
$14.5M
BNP Paribas Financial Markets
394
BNP Paribas Financial Markets
France
$14.4M
FA
395
Fiduciary Alliance
South Carolina
$14.3M
XF
396
XML Financial
Maryland
$14.2M
LGWM
397
Litman Gregory Wealth Management
California
$14.2M
PAS
398
Park Avenue Securities
New York
$14.2M
GPA
399
Guidance Point Advisors
Massachusetts
$14.1M
LGA
400
Lebenthal Global Advisors
New York
$14.1M