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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
SW
776
Solidarity Wealth
Utah
$4.55M
SEI Investments
777
SEI Investments
Pennsylvania
$4.52M
AAS
778
Annex Advisory Services
Wisconsin
$4.49M
PAG
779
Private Advisory Group
Washington
$4.49M
MUAMU
780
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.48M
AWM
781
Avior Wealth Management
Nebraska
$4.48M
KCM
782
Kanawha Capital Management
Virginia
$4.47M
EL
783
EWA LLC
Pennsylvania
$4.47M
Betterment LLC
784
Betterment LLC
New York
$4.43M
MFC
785
Mechanics Financial Corp
Ohio
$4.37M
VA
786
VestGen Advisors
Illinois
$4.35M
PIMJS
787
PKO Investment Management Joint-Stock
Poland
$4.35M
GSB
788
Greenfield Savings Bank
Massachusetts
$4.35M
QCM
789
Quantinno Capital Management
New York
$4.32M
PBO
790
Peoples Bank (Ohio)
Ohio
$4.28M
SFP
791
Sandbox Financial Partners
Maryland
$4.28M
CPRC
792
Consolidated Portfolio Review Corp
New York
$4.28M
RFG
793
RFP Financial Group
Georgia
$4.28M
CAM
794
Campion Asset Management
Virginia
$4.26M
SOS
795
Silver Oak Securities
Tennessee
$4.26M
WFAG
796
Wescott Financial Advisory Group
Pennsylvania
$4.25M
HIMC
797
Heritage Investors Management Corp
Maryland
$4.24M
BWM
798
Boyd Wealth Management
California
$4.24M
National Bank of Canada
799
National Bank of Canada
Quebec, Canada
$4.18M
SAI
800
Savvy Advisors Inc
New York
$4.18M