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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
BFWA
576
Benchmark Financial Wealth Advisors
Florida
$8.13M
HAS
577
Holland Advisory Services
Florida
$8.1M
RPC
578
Rossmore Private Capital
Connecticut
$8.06M
SB
579
Strategic Blueprint
Georgia
$8.01M
PSCM
580
Per Stirling Capital Management
Texas
$8M
CCM
581
Canal Capital Management
Virginia
$8M
AIA
582
Arcadia Investment Advisors
Idaho
$7.98M
C
583
Certuity
Florida
$7.95M
GWM
584
Geneos Wealth Management
Colorado
$7.94M
RIA
585
Richwood Investment Advisors
Ohio
$7.92M
PWM
586
Partnership Wealth Management
Maryland
$7.88M
AIMC
587
Alley Investment Management Company
Illinois
$7.86M
MMA
588
Miracle Mile Advisors
California
$7.76M
MPCG
589
Matrix Private Capital Group
New York
$7.75M
PPWP
590
Premier Path Wealth Partners
New Jersey
$7.75M
SAM
591
Sherman Asset Management
California
$7.72M
NF
592
Nikulski Financial
Iowa
$7.71M
BW
593
BostonPremier Wealth
Massachusetts
$7.68M
SWMG
594
Sard Wealth Management Group
Georgia
$7.66M
UFA
595
Uptown Financial Advisors
Texas
$7.63M
MWM
596
Mascoma Wealth Management
New Hampshire
$7.61M
VRM
597
Vectors Research Management
New York
$7.57M
BEI
598
Benjamin Edwards Inc
Missouri
$7.54M
AC
599
Apella Capital
Connecticut
$7.52M
PFM
600
Peak Financial Management
Massachusetts
$7.52M