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iShares Core S&P Small-Cap ETF

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M
Name Holding Trade Value Shares
Change
Shares
Change %
ET
526
Equitable Trust
Tennessee
$9.42M -$4.62M -42,290 -33%
SA
527
SoundView Advisors
Washington
$9.41M +$281K +2,570 +3%
PI
528
Pachira Investments
California
$9.39M -$431K -3,947 -4%
MOS
529
MGO One Seven
Ohio
$9.39M -$1.19M -10,885 -11%
PA
530
Parallel Advisors
California
$9.28M -$1.11M -10,183 -11%
IA
531
IFS Advisors
Kansas
$9.22M +$3.01M +27,559 +48%
BHBT
532
Burke & Herbert Bank & Trust
Virginia
$9.21M -$33.6K -307 -0.4%
TH
533
TCTC Holdings
Texas
$9.21M +$3.01M +27,579 +49%
CSIC
534
Clifford Swan Investment Counsel
California
$9.2M -$192K -1,753 -2%
Retirement Systems of Alabama
535
Retirement Systems of Alabama
Alabama
$9.13M
CNB
536
Camden National Bank
Maine
$9.04M +$481K +4,404 +6%
AWA
537
Arkadios Wealth Advisors
Georgia
$8.97M -$4.68M -42,809 -34%
TYCC
538
Texas Yale Capital Corp
Florida
$8.92M -$121K -1,111 -1%
FCBT
539
First Citizens Bank & Trust
North Carolina
$8.88M -$3.26M -29,834 -27%
SA
540
Sylvest Advisors
Texas
$8.87M +$174K +1,590 +2%
CPSAC
541
Chas P. Smith & Associates (CPS)
Florida
$8.82M +$50.4K +461 +0.6%
CWM
542
CCG Wealth Management
California
$8.82M +$597K +5,465 +7%
IWMA
543
Ironwood Wealth Management (Arizona)
Arizona
$8.82M -$4.1M -37,547 -32%
GVAG
544
Great Valley Advisor Group
Delaware
$8.81M -$1.66M -15,164 -16%
PVAMC
545
PPS&V Asset Management Consultants
Michigan
$8.72M +$704K +6,439 +9%
EIP
546
Ellis Investment Partners
Pennsylvania
$8.65M -$27.8K -254 -0.3%
FMI
547
F/M Investments
District of Columbia
$8.64M +$636K +5,820 +8%
DWM
548
Dakota Wealth Management
Florida
$8.59M -$5.45M -49,850 -39%
BFS
549
Burkett Financial Services
South Carolina
$8.59M +$972K +8,894 +13%
HAC
550
Harbor Advisory Corp
New Hampshire
$8.58M +$312K +2,854 +4%