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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
HFRG
451
Houlihan Financial Resource Group
Virginia
$11.8M
CIM
452
CIM Investment Management
Pennsylvania
$11.8M
EFS
453
Econ Financial Services
Pennsylvania
$11.8M
CAG
454
Crestwood Advisors Group
Massachusetts
$11.7M
MIG
455
McGuire Investment Group
Rhode Island
$11.7M
PFA
456
Presper Financial Architects
Ohio
$11.7M
RWPA
457
Richard W. Paul & Associates
Michigan
$11.7M
SL
458
Salomon & Ludwin
Virginia
$11.6M
FAIM
459
Financial Advocates Investment Management
Washington
$11.6M
PPW
460
PACK Private Wealth
Minnesota
$11.6M
JFA
461
JNBA Financial Advisors
Minnesota
$11.6M
BAM
462
Belpointe Asset Management
Nevada
$11.6M
Legal & General Group
463
Legal & General Group
United Kingdom
$11.5M
KPWS
464
Kestra Private Wealth Services
Texas
$11.5M
PAM
465
Peninsula Asset Management
Florida
$11.5M
IWM
466
IHT Wealth Management
Illinois
$11.5M
IF
467
Ironwood Financial
Arizona
$11.4M
NA
468
Nestegg Advisors
New York
$11.4M
4FG
469
4Thought Financial Group
New York
$11.4M
RA
470
Riversedge Advisors
Delaware
$11.4M
FHA
471
First Horizon Advisors
Tennessee
$11.4M
SC
472
Sapient Capital
Indiana
$11.3M
EWM
473
Empirical Wealth Management
Washington
$11.1M
SDWMA
474
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.1M
ACA
475
Aptus Capital Advisors
Alabama
$11M