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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
GC
701
Garde Capital
Washington
$5.67M
CB
702
Commerce Bank
Missouri
$5.65M
SS
703
Sound Stewardship
Kansas
$5.64M
1WM
704
1900 Wealth Management
Texas
$5.63M
SFS
705
Sowell Financial Services
Arkansas
$5.58M
RBC
706
Romano Brothers & Co
Illinois
$5.55M
ML
707
McAdam LLC
Pennsylvania
$5.54M
MFS
708
McNamara Financial Services
Massachusetts
$5.51M
MAFA
709
MJT & Associates Financial Advisory
Minnesota
$5.51M
TD Asset Management
710
TD Asset Management
Ontario, Canada
$5.49M
CA
711
Clune & Associates
Illinois
$5.48M
CHC
712
City Holding Co
West Virginia
$5.4M
CCB
713
Country Club Bank
Missouri
$5.38M
AP
714
Aspect Partners
Virginia
$5.37M
SW
715
Simplicity Wealth
New Jersey
$5.35M
GSC
716
G&S Capital
Colorado
$5.35M
EW
717
Element Wealth
Mississippi
$5.34M
CIC
718
Carnegie Investment Counsel
Ohio
$5.33M
AL
719
Aspiriant LLC
California
$5.33M
EFL
720
ERn Financial LLC
Wisconsin
$5.33M
SWM
721
Spire Wealth Management
Virginia
$5.33M
MLIC
722
Mandatum Life Insurance Company
Finland
$5.32M
AFS
723
AFG Fiduciary Services
Massachusetts
$5.28M
KAS
724
KPP Advisory Services
Kentucky
$5.26M
MPW
725
Melone Private Wealth
Michigan
$5.23M