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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
TA
626
TKG Advisors
Indiana
$6.95M
HSA
627
HBK Sorce Advisory
Pennsylvania
$6.95M
PFG
628
Pacific Financial Group
Washington
$6.9M
MNBTD
629
Moody National Bank Trust Division
Texas
$6.9M
WPIC
630
White Pine Investment Company
Michigan
$6.85M
OCM
631
One Capital Management
California
$6.85M
AIM
632
Allen Investment Management
New York
$6.84M
IAN
633
Integrated Advisors Network
Texas
$6.77M
ABC
634
Associated Banc-Corp
Wisconsin
$6.75M
CIA
635
Choate Investment Advisors
Massachusetts
$6.74M
AP
636
Americana Partners
Texas
$6.72M
SC
637
SummitTX Capital
Texas
$6.72M
CA
638
Cumberland Advisors
Florida
$6.71M
BOH
639
Bank of Hawaii
Hawaii
$6.67M
EGWAG
640
Elwood & Goetz Wealth Advisory Group
Georgia
$6.66M
OSAM
641
O'Shaughnessy Asset Management
Connecticut
$6.65M
TWC
642
TD Waterhouse Canada
Ontario, Canada
$6.64M
NWA
643
New World Advisors
Massachusetts
$6.62M
OHWP
644
Oak Harbor Wealth Partners
North Carolina
$6.57M
AC
645
Aristides Capital
Kentucky
$6.56M
CV
646
Counterweight Ventures
North Carolina
$6.54M
PWM
647
Provident Wealth Management
Tennessee
$6.5M
OAM
648
Oppenheimer Asset Management
New York
$6.48M
PLU
649
Performa Ltd (US)
South Carolina
$6.46M
BFO
650
Boston Family Office
Massachusetts
$6.45M