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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
AWP
651
Accretive Wealth Partners
New Jersey
$6.43M
PCM
652
Park Capital Management
Wisconsin
$6.41M
JFGIW
653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.39M
Empower Advisory Group
654
Empower Advisory Group
Colorado
$6.38M
AFG
655
Arkansas Financial Group
Arkansas
$6.38M
SS
656
Sunbelt Securities
Texas
$6.36M
CIAS
657
CFS Investment Advisory Services
New Jersey
$6.36M
CAM
658
Cozad Asset Management
Illinois
$6.34M
AI
659
Atria Investments
North Carolina
$6.3M
BIA
660
Bigelow Investment Advisors
Maine
$6.26M
BA
661
Ballew Advisors
Mississippi
$6.24M
MWM
662
Meridian Wealth Management
Kentucky
$6.23M
EWA
663
Etesian Wealth Advisors
Oregon
$6.23M
CBB
664
Citizens Business Bank
California
$6.21M
BCM
665
Boltwood Capital Management
California
$6.17M
FNBOH
666
First National Bank of Hutchinson
Kansas
$6.16M
BFIM
667
Beese Fulmer Investment Management
Ohio
$6.12M
GWMIA
668
Global Wealth Management Investment Advisory
Florida
$6.1M
SC
669
Stephenson & Company
California
$6.09M
CAG
670
Csenge Advisory Group
Florida
$6.08M
HBT
671
Hills Bank & Trust
Iowa
$6.08M
HFS
672
Hopwood Financial Services
Virginia
$6.07M
LA
673
Lynch & Associates
Indiana
$6.06M
FA
674
FDx Advisors
Illinois
$6.05M
SCTC
675
Sanibel Captiva Trust Company
Florida
$6.05M