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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
WF
401
Welch & Forbes
Massachusetts
$14.1M
FW
402
Fairway Wealth
Ohio
$14.1M
GC
403
Grimes & Company
Massachusetts
$14M
MCC
404
Money Concepts Capital
Florida
$13.9M
BWP
405
Burling Wealth Partners
Illinois
$13.9M
FBT
406
First Bank & Trust
South Dakota
$13.9M
NFC
407
Northeast Financial Consultants
Connecticut
$13.9M
VVP
408
Venture Visionary Partners
Ohio
$13.9M
MWM
409
Modern Wealth Management
Kansas
$13.8M
BCI
410
Brinker Capital Investments
Pennsylvania
$13.8M
CA
411
Centerpoint Advisors
Massachusetts
$13.8M
LWANC
412
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.7M
AA
413
Ancora Advisors
Ohio
$13.7M
TAM
414
Titleist Asset Management
Texas
$13.6M
B
415
Bailard
California
$13.6M
WSFS
416
Wilmington Savings Fund Society
Delaware
$13.6M
ETC
417
Exchange Traded Concepts
Oklahoma
$13.5M
PCP
418
Panoramic Capital Partners
Oregon
$13.4M
OFG
419
Omega Financial Group
California
$13.3M
LS
420
Liquid Strategies
Georgia
$13.3M
ST
421
Sageworth Trust
Pennsylvania
$13.2M
RIA
422
Regal Investment Advisors
Michigan
$13.2M
FA
423
Flagstar Advisors
New York
$13.1M
NA
424
Nordwand Advisors
Pennsylvania
$13.1M
NCM
425
Neumann Capital Management
California
$13M