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