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iShares Core S&P Small-Cap ETF

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M
Name Holding Trade Value Shares
Change
Shares
Change %
CHC
701
City Holding Co
West Virginia
$5.4M +$145K +1,324 +3%
CCB
702
Country Club Bank
Missouri
$5.38M +$104K +954 +2%
AP
703
Aspect Partners
Virginia
$5.37M +$361K +3,305 +7%
SW
704
Simplicity Wealth
New Jersey
$5.35M -$151K -1,382 -3%
GSC
705
G&S Capital
Colorado
$5.35M +$167K +1,532 +3%
EW
706
Element Wealth
Mississippi
$5.34M -$162K -1,482 -3%
CIC
707
Carnegie Investment Counsel
Ohio
$5.33M -$244K -2,236 -4%
AL
708
Aspiriant LLC
California
$5.33M +$1.64M +14,963 +44%
EFL
709
ERn Financial LLC
Wisconsin
$5.33M -$142K -1,298 -3%
SWM
710
Spire Wealth Management
Virginia
$5.33M -$2.06M -19,080 -28%
MLIC
711
Mandatum Life Insurance Company
Finland
$5.32M
AFS
712
AFG Fiduciary Services
Massachusetts
$5.28M +$424K +3,822 +9%
KAS
713
KPP Advisory Services
Kentucky
$5.26M -$12.2K -112 -0.2%
MPW
714
Melone Private Wealth
Michigan
$5.23M +$216K +1,976 +4%
ISWM
715
Independent Solutions Wealth Management
New York
$5.22M +$73.2K +670 +1%
CCA
716
Coign Capital Advisors
Utah
$5.22M +$570K +5,211 +12%
WWM
717
Western Wealth Management
Colorado
$5.17M -$117K -1,072 -2%
VFPW
718
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.15M -$5.84M -53,435 -53%
EW
719
Elyxium Wealth
California
$5.14M -$142K -1,300 -3%
GWM
720
Graybill Wealth Management
Illinois
$5.14M +$29.6K +271 +0.6%
PTC
721
Private Trust Company
Ohio
$5.11M +$51.3K +469 +1%
LF
722
Lee Financial
Texas
$5.08M +$156K +1,423 +3%
FHB
723
First Hawaiian Bank
Hawaii
$5.07M -$341K -3,121 -6%
CPC
724
Consolidated Planning Corp
Georgia
$5.07M -$695K -6,362 -12%
AWMG
725
Alliance Wealth Management Group
New Jersey
$5.04M +$387K +3,541 +8%