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iShares Core S&P Small-Cap ETF

2,465 hedge funds and large institutions have $57B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 908 increasing their positions, 1,157 reducing their positions, and 128 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 2,4982,465 (-33)

9% less funds holding in top 10

Funds holding in top 10: 323293 (-30)

22% less repeat investments, than reductions

Existing positions increased: 908 | Existing positions reduced: 1,157

Holders
2,465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
293
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
MGIA
51
Moneta Group Investment Advisors
Missouri
$160M
MWM
52
Modera Wealth Management
New Jersey
$159M
BIM
53
Bridges Investment Management
Nebraska
$158M
MFIM
54
Mesirow Financial Investment Management
Illinois
$157M
Osaic Holdings
55
Osaic Holdings
Arizona
$141M
Creative Planning
56
Creative Planning
Kansas
$140M
CCMG
57
Clark Capital Management Group
Pennsylvania
$136M
MML Investors Services
58
MML Investors Services
Massachusetts
$135M
AF
59
Allworth Financial
California
$130M
LWANC
60
Laurel Wealth Advisors (North Carolina)
North Carolina
$126M
FMII
61
Farmers & Merchants Investments Inc
Nebraska
$123M
Comerica Bank
62
Comerica Bank
Texas
$123M
UCFA
63
United Capital Financial Advisors
Texas
$122M
Corient Private Wealth
64
Corient Private Wealth
Florida
$120M
NFA
65
Nationwide Fund Advisors
Ohio
$120M
M&T Bank
66
M&T Bank
New York
$114M
SFA
67
Sequoia Financial Advisors
Ohio
$112M
AssetMark Inc
68
AssetMark Inc
California
$107M
AAS
69
Avantax Advisory Services
Texas
$106M
Franklin Resources
70
Franklin Resources
California
$103M
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$102M
AIM
72
Acropolis Investment Management
Missouri
$101M
Brown Advisory
73
Brown Advisory
Maryland
$99.2M
AUB
74
Atlantic Union Bankshares
Virginia
$97.2M
State Street
75
State Street
Massachusetts
$94.6M