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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 %
PWM
576
Partnership Wealth Management
Maryland
$7.88M -$965K -8,833 -11%
AIMC
577
Alley Investment Management Company
Illinois
$7.86M +$10.6K +97 +0.1%
MMA
578
Miracle Mile Advisors
California
$7.76M +$5.43M +49,685 +233%
MPCG
579
Matrix Private Capital Group
New York
$7.75M -$926K -8,476 -11%
PPWP
580
Premier Path Wealth Partners
New Jersey
$7.75M +$394K +3,602 +5%
SAM
581
Sherman Asset Management
California
$7.72M -$106 -1 -0%
NF
582
Nikulski Financial
Iowa
$7.71M -$550K -5,028 -7%
BW
583
BostonPremier Wealth
Massachusetts
$7.68M +$89.1K +815 +1%
SWMG
584
Sard Wealth Management Group
Georgia
$7.66M +$236K +2,156 +3%
UFA
585
Uptown Financial Advisors
Texas
$7.63M +$380K +3,479 +5%
MWM
586
Mascoma Wealth Management
New Hampshire
$7.61M +$29.8K +273 +0.4%
VRM
587
Vectors Research Management
New York
$7.57M -$70.5K -645 -0.9%
BEI
588
Benjamin Edwards Inc
Missouri
$7.54M -$397K -3,629 -5%
AC
589
Apella Capital
Connecticut
$7.52M -$528K -4,751 -7%
PFM
590
Peak Financial Management
Massachusetts
$7.52M +$113K +1,036 +2%
CIAS
591
Capital Investment Advisory Services
North Carolina
$7.52M -$260K -2,376 -3%
RA
592
RFG Advisory
Alabama
$7.44M -$394K -3,601 -5%
SFI
593
SPC Financial Inc
Maryland
$7.44M +$763K +6,978 +11%
KFP
594
KMG Fiduciary Partners
Ohio
$7.43M +$401K +3,673 +6%
MF
595
Meridian Financial
Massachusetts
$7.41M -$24.2K -221 -0.3%
HHWM
596
Hiley Hunt Wealth Management
Nebraska
$7.41M +$257K +2,309 +4%
ACB
597
Aristotle Capital Boston
Massachusetts
$7.38M +$2.44M +22,306 +49%
MWM
598
MTC Wealth Management
Florida
$7.35M -$161K -1,473 -2%
Susquehanna International Group
599
Susquehanna International Group
Pennsylvania
$7.29M +$4.89M +44,733 +204%
EFA
600
Evernest Financial Advisors
Indiana
$7.25M -$3.3M -30,219 -31%