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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
TDWM
526
Topel & Distasi Wealth Management
California
$9.55M
FCP
527
Fidelis Capital Partners
Florida
$9.51M
SF
528
Summit Financial
New Jersey
$9.5M
Millennium Management
529
Millennium Management
New York
$9.48M
HWM
530
HighMark Wealth Management
Minnesota
$9.48M
HR
531
Howe & Rusling
New York
$9.47M
PGF
532
Plan Group Financial
Oklahoma
$9.43M
ET
533
Equitable Trust
Tennessee
$9.42M
SA
534
SoundView Advisors
Washington
$9.41M
PI
535
Pachira Investments
California
$9.39M
MOS
536
MGO One Seven
Ohio
$9.39M
PA
537
Parallel Advisors
California
$9.28M
IA
538
IFS Advisors
Kansas
$9.22M
BHBT
539
Burke & Herbert Bank & Trust
Virginia
$9.21M
TH
540
TCTC Holdings
Texas
$9.21M
CSIC
541
Clifford Swan Investment Counsel
California
$9.2M
Retirement Systems of Alabama
542
Retirement Systems of Alabama
Alabama
$9.13M
CNB
543
Camden National Bank
Maine
$9.04M
AWA
544
Arkadios Wealth Advisors
Georgia
$8.97M
TYCC
545
Texas Yale Capital Corp
Florida
$8.92M
FCBT
546
First Citizens Bank & Trust
North Carolina
$8.88M
SA
547
Sylvest Advisors
Texas
$8.87M
MWM
548
Magnolia Wealth Management
Alabama
$8.84M
CPSAC
549
Chas P. Smith & Associates (CPS)
Florida
$8.82M
CWM
550
CCG Wealth Management
California
$8.82M