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