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