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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
MFG
476
Merit Financial Group
Georgia
$11M
FCA
477
Fortis Capital Advisors
Kansas
$10.9M
TIM
478
Tortoise Investment Management
New York
$10.9M
ONB
479
Old National Bancorp
Indiana
$10.9M
WWM
480
Waterway Wealth Management
Texas
$10.8M
LRWA
481
Long Run Wealth Advisors
New York
$10.8M
PHAM
482
Palisades Hudson Asset Management
Florida
$10.8M
MWM
483
Marietta Wealth Management
Georgia
$10.7M
FTS
484
Fifth Third Securities
Ohio
$10.7M
GAM
485
Gotham Asset Management
New York
$10.7M
EFG
486
Embree Financial Group
Illinois
$10.7M
CAL
487
Capital Analysts LLC
Pennsylvania
$10.6M
EWM
488
Evermay Wealth Management
Virginia
$10.6M
OIS
489
Okabena Investment Services
Minnesota
$10.6M
SFC
490
Sprinkle Financial Consultants
Colorado
$10.5M
AC
491
Asio Capital
Kentucky
$10.4M
CG
492
CFO4Life Group
Texas
$10.3M
CCM
493
Condor Capital Management
New Jersey
$10.3M
CL
494
Choreo LLC
Illinois
$10.3M
STA
495
Summit Trail Advisors
New York
$10.3M
CGPCS
496
Capital Group Private Client Services
California
$10.3M
AAS
497
Asset Allocation Strategies
Michigan
$10.3M
IA
498
IFG Advisory
Georgia
$10.2M
JSL
499
JT Stratford LLC
Georgia
$10.2M
FG
500
Fiduciary Group
Georgia
$10.2M