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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
CCA
726
Coign Capital Advisors
Utah
$5.22M
WWM
727
Western Wealth Management
Colorado
$5.17M
VFPW
728
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.15M
EW
729
Elyxium Wealth
California
$5.14M
GWM
730
Graybill Wealth Management
Illinois
$5.14M
PTC
731
Private Trust Company
Ohio
$5.11M
LF
732
Lee Financial
Texas
$5.08M
FHB
733
First Hawaiian Bank
Hawaii
$5.07M
CPC
734
Consolidated Planning Corp
Georgia
$5.07M
AWMG
735
Alliance Wealth Management Group
New Jersey
$5.04M
OGF
736
Orin Green Financial
California
$5.02M
TW
737
TritonPoint Wealth
Maryland
$5.01M
SW
738
SlateStone Wealth
Florida
$5.01M
PWW
739
Pettyjohn Wood & White
Virginia
$4.97M
AB
740
ANB Bank
Colorado
$4.95M
BA
741
Bellwether Advisors
Nebraska
$4.94M
SFP
742
Strategic Financial Partners
Oregon
$4.92M
CM
743
Columbus Macro
Pennsylvania
$4.91M
AFM
744
Aspetuck Financial Management
Connecticut
$4.91M
SCA
745
Snowden Capital Advisors
New York
$4.86M
RA
746
Resolute Advisors
California
$4.85M
SG Americas Securities
747
SG Americas Securities
New York
$4.85M
CA
748
Capital Advantage
California
$4.85M
MCM
749
MidAtlantic Capital Management
Virginia
$4.82M
FIA
750
Foundations Investment Advisors
Arizona
$4.8M