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iShares Core S&P Small-Cap ETF

2,483 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 143 funds opening new positions, 914 increasing their positions, 1,165 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: 2,5082,483 (-25)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

22% less repeat investments, than reductions

Existing positions increased: 914 | Existing positions reduced: 1,165

Holders
2,483
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
SCTC
676
Sanibel Captiva Trust Company
Florida
$6.05M
PPWM
677
Paragon Private Wealth Management
Kentucky
$6.04M
SAM
678
Smithbridge Asset Management
Pennsylvania
$6.03M
ALA
679
Atlas Legacy Advisors
California
$6.03M
CWG
680
Cornerstone Wealth Group
North Carolina
$6.02M
MAA
681
Matrix Asset Advisors
New York
$5.99M
CAC
682
Certified Advisory Corp
Florida
$5.98M
MWA
683
Muirfield Wealth Advisors
North Carolina
$5.97M
EA
684
Enclave Advisors
Texas
$5.95M
KNFPWM
685
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.94M
AFS
686
Aft Forsyth & Sober
Florida
$5.93M
SI
687
Stephens Inc
Arkansas
$5.92M
MFA
688
Mayflower Financial Advisors
Massachusetts
$5.92M
LWM
689
Latko Wealth Management
Illinois
$5.92M
IAA
690
Ironsides Asset Advisors
North Carolina
$5.91M
TCM
691
Telos Capital Management
California
$5.88M
MA
692
Montag & Associates
Georgia
$5.78M
LPT
693
Legacy Private Trust
Wisconsin
$5.77M
PFM
694
Phillips Financial Management
Indiana
$5.76M
NCM
695
Noesis Capital Mangement
Florida
$5.73M
NAM
696
NTV Asset Management
West Virginia
$5.73M
PD
697
Planning Directions
Pennsylvania
$5.71M
BWCS
698
Beirne Wealth Consulting Services
Connecticut
$5.71M
PL
699
Parthenon LLC
Kentucky
$5.68M
EWP
700
Elevation Wealth Partners
California
$5.68M