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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
FG
501
Fiduciary Group
Georgia
$10.2M
GSIS
502
Global Strategic Investment Solutions
Arizona
$10.1M
TWP
503
TFO Wealth Partners
Ohio
$10.1M
HI
504
Harbour Investments
Wisconsin
$10.1M
EI
505
eCIO Inc
Wisconsin
$10.1M
CWA
506
Canvas Wealth Advisors
Kansas
$10.1M
OA
507
Operose Advisors
Wisconsin
$10M
KPWG
508
KFA Private Wealth Group
Virginia
$9.9M
GWM
509
Global Wealth Management
New Jersey
$9.9M
MBI
510
May Barnhard Investments
Maryland
$9.89M
SWA
511
Sax Wealth Advisors
New Jersey
$9.86M
PFA
512
Pettinga Financial Advisors
Indiana
$9.86M
RAM
513
RedJay Asset Management
Ontario, Canada
$9.84M
CT
514
Caldwell Trust
Florida
$9.82M
BFA
515
Bright Financial Advisors
Michigan
$9.78M
KWM
516
Kingsview Wealth Management
Oregon
$9.74M
IA
517
IFP Advisors
Florida
$9.71M
NLWP
518
Next Level Wealth Planning
Idaho
$9.69M
ECM
519
Exchange Capital Management
Michigan
$9.69M
RWS
520
Rochester Wealth Strategies
Michigan
$9.67M
SFG
521
Somnio Financial Group
Connecticut
$9.66M
NFG
522
Nations Financial Group
Iowa
$9.66M
SDAM
523
Shulman DeMeo Asset Management
New York
$9.66M
VA
524
Vestwell Advisors
New York
$9.61M
BWIA
525
Bryant Woods Investment Advisors
New York
$9.6M