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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
GVAG
551
Great Valley Advisor Group
Delaware
$8.81M
PVAMC
552
PPS&V Asset Management Consultants
Michigan
$8.72M
EIP
553
Ellis Investment Partners
Pennsylvania
$8.65M
FMI
554
F/M Investments
District of Columbia
$8.64M
EWA
555
Emergent Wealth Advisors
New York
$8.62M
DWM
556
Dakota Wealth Management
Florida
$8.59M
BFS
557
Burkett Financial Services
South Carolina
$8.59M
HAC
558
Harbor Advisory Corp
New Hampshire
$8.58M
GIA
559
GHP Investment Advisors
Colorado
$8.58M
SW
560
SVB Wealth
Massachusetts
$8.56M
KP
561
Keel Point
Alabama
$8.54M
WGC
562
Watts Gwilliam & Co
Arizona
$8.54M
JWCA
563
J.W. Cole Advisors
Florida
$8.48M
TA
564
Tectonic Advisors
Texas
$8.45M
RSWM
565
Robertson Stephens Wealth Management
California
$8.45M
KA
566
Kure Advisory
Minnesota
$8.44M
FHA
567
Flagship Harbor Advisors
Massachusetts
$8.34M
CFO
568
Callan Family Office
Pennsylvania
$8.34M
LT
569
Legacy Trust
Michigan
$8.33M
BRM
570
Boston Research & Management
Massachusetts
$8.33M
DC
571
Davenport & Co
Virginia
$8.24M
JWBC
572
J.W. Burns & Co
New York
$8.23M
CTC
573
Central Trust Company
Missouri
$8.2M
CNBTD
574
Citizens National Bank Trust Department
Mississippi
$8.17M
EIG
575
Ellenbecker Investment Group
Wisconsin
$8.15M