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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
GSIS
501
Global Strategic Investment Solutions
Arizona
$10.1M
TWP
502
TFO Wealth Partners
Ohio
$10.1M
HI
503
Harbour Investments
Wisconsin
$10.1M
EI
504
eCIO Inc
Wisconsin
$10.1M
CWA
505
Canvas Wealth Advisors
Kansas
$10.1M
OA
506
Operose Advisors
Wisconsin
$10M
KPWG
507
KFA Private Wealth Group
Virginia
$9.9M
GWM
508
Global Wealth Management
New Jersey
$9.9M
MBI
509
May Barnhard Investments
Maryland
$9.89M
SWA
510
Sax Wealth Advisors
New Jersey
$9.86M
PFA
511
Pettinga Financial Advisors
Indiana
$9.86M
RAM
512
RedJay Asset Management
Ontario, Canada
$9.84M
CT
513
Caldwell Trust
Florida
$9.82M
BFA
514
Bright Financial Advisors
Michigan
$9.78M
KWM
515
Kingsview Wealth Management
Oregon
$9.74M
IA
516
IFP Advisors
Florida
$9.71M
NLWP
517
Next Level Wealth Planning
Idaho
$9.69M
ECM
518
Exchange Capital Management
Michigan
$9.69M
RWS
519
Rochester Wealth Strategies
Michigan
$9.67M
SFG
520
Somnio Financial Group
Connecticut
$9.66M
NFG
521
Nations Financial Group
Iowa
$9.66M
SDAM
522
Shulman DeMeo Asset Management
New York
$9.66M
VA
523
Vestwell Advisors
New York
$9.61M
BWIA
524
Bryant Woods Investment Advisors
New York
$9.6M
TDWM
525
Topel & Distasi Wealth Management
California
$9.55M