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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
CIAS
601
Capital Investment Advisory Services
North Carolina
$7.52M
RA
602
RFG Advisory
Alabama
$7.44M
SFI
603
SPC Financial Inc
Maryland
$7.44M
KFP
604
KMG Fiduciary Partners
Ohio
$7.43M
MF
605
Meridian Financial
Massachusetts
$7.41M
HHWM
606
Hiley Hunt Wealth Management
Nebraska
$7.41M
ACB
607
Aristotle Capital Boston
Massachusetts
$7.38M
MWM
608
MTC Wealth Management
Florida
$7.35M
Susquehanna International Group
609
Susquehanna International Group
Pennsylvania
$7.29M
EFA
610
Evernest Financial Advisors
Indiana
$7.25M
SW
611
SkyOak Wealth
Michigan
$7.22M
DWT
612
Dorsey & Whitney Trust
South Dakota
$7.16M
PFS
613
Prospera Financial Services
Texas
$7.16M
NGA
614
Naples Global Advisors
Florida
$7.12M
AMM
615
American Money Management
California
$7.1M
SIA
616
Soltis Investment Advisors
Utah
$7.09M
CI
617
CX Institutional
Indiana
$7.05M
BWS
618
Buck Wealth Strategies
Colorado
$7.04M
TSWM
619
Triangle Securities Wealth Management
North Carolina
$7.04M
CFO
620
Capitol Family Office
Oregon
$7M
LWMNY
621
Landmark Wealth Management (New York)
New York
$6.98M
SWA
622
Serenus Wealth Advisors
California
$6.98M
BIA
623
Bell Investment Advisors
California
$6.98M
HCP
624
Holt Capital Partners
Texas
$6.96M
MHC
625
May Hill Capital
Massachusetts
$6.95M