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