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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
IWM
451
Inlight Wealth Management
Georgia
$11.9M
HFRG
452
Houlihan Financial Resource Group
Virginia
$11.8M
CIM
453
CIM Investment Management
Pennsylvania
$11.8M
EFS
454
Econ Financial Services
Pennsylvania
$11.8M
CAG
455
Crestwood Advisors Group
Massachusetts
$11.7M
MIG
456
McGuire Investment Group
Rhode Island
$11.7M
PFA
457
Presper Financial Architects
Ohio
$11.7M
RWPA
458
Richard W. Paul & Associates
Michigan
$11.7M
SL
459
Salomon & Ludwin
Virginia
$11.6M
FAIM
460
Financial Advocates Investment Management
Washington
$11.6M
PPW
461
PACK Private Wealth
Minnesota
$11.6M
JFA
462
JNBA Financial Advisors
Minnesota
$11.6M
BAM
463
Belpointe Asset Management
Nevada
$11.6M
Legal & General Group
464
Legal & General Group
United Kingdom
$11.5M
KPWS
465
Kestra Private Wealth Services
Texas
$11.5M
PAM
466
Peninsula Asset Management
Florida
$11.5M
IWM
467
IHT Wealth Management
Illinois
$11.5M
IF
468
Ironwood Financial
Arizona
$11.4M
NA
469
Nestegg Advisors
New York
$11.4M
4FG
470
4Thought Financial Group
New York
$11.4M
RA
471
Riversedge Advisors
Delaware
$11.4M
FHA
472
First Horizon Advisors
Tennessee
$11.4M
SC
473
Sapient Capital
Indiana
$11.3M
EWM
474
Empirical Wealth Management
Washington
$11.1M
SDWMA
475
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.1M