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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
CB
701
Commerce Bank
Missouri
$5.65M
SS
702
Sound Stewardship
Kansas
$5.64M
1WM
703
1900 Wealth Management
Texas
$5.63M
SFS
704
Sowell Financial Services
Arkansas
$5.58M
RBC
705
Romano Brothers & Co
Illinois
$5.55M
ML
706
McAdam LLC
Pennsylvania
$5.54M
MFS
707
McNamara Financial Services
Massachusetts
$5.51M
MAFA
708
MJT & Associates Financial Advisory
Minnesota
$5.51M
TD Asset Management
709
TD Asset Management
Ontario, Canada
$5.49M
CA
710
Clune & Associates
Illinois
$5.48M
CHC
711
City Holding Co
West Virginia
$5.4M
CCB
712
Country Club Bank
Missouri
$5.38M
AP
713
Aspect Partners
Virginia
$5.37M
SW
714
Simplicity Wealth
New Jersey
$5.35M
GSC
715
G&S Capital
Colorado
$5.35M
EW
716
Element Wealth
Mississippi
$5.34M
CIC
717
Carnegie Investment Counsel
Ohio
$5.33M
AL
718
Aspiriant LLC
California
$5.33M
EFL
719
ERn Financial LLC
Wisconsin
$5.33M
SWM
720
Spire Wealth Management
Virginia
$5.33M
MLIC
721
Mandatum Life Insurance Company
Finland
$5.32M
AFS
722
AFG Fiduciary Services
Massachusetts
$5.28M
KAS
723
KPP Advisory Services
Kentucky
$5.26M
MPW
724
Melone Private Wealth
Michigan
$5.23M
ISWM
725
Independent Solutions Wealth Management
New York
$5.22M