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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
AFG
801
Atomi Financial Group
New York
$4.17M
GMA
802
Glassy Mountain Advisors
Maryland
$4.15M
NCM
803
Next Capital Management
New York
$4.15M
MPCA
804
Madison Park Capital Advisors
Washington
$4.14M
GSWM
805
Greenup Street Wealth Management
Michigan
$4.13M
GLA
806
Good Life Advisors
Pennsylvania
$4.13M
VNA
807
Valley National Advisers
Pennsylvania
$4.12M
CPSC
808
Carl P. Sherr & Co
Massachusetts
$4.12M
LIM
809
Leavell Investment Management
Alabama
$4.1M
DT
810
Diversified Trust
Tennessee
$4.09M
WCFA
811
Walkner Condon Financial Advisors
Wisconsin
$4.09M
MA
812
Mutual Advisors
Nebraska
$4.08M
UFAC
813
Urban Financial Advisory Corp
Illinois
$4.08M
ST
814
Spinnaker Trust
Maine
$4.08M
MYIA
815
Mount Yale Investment Advisors
Colorado
$4.07M
HH
816
Hilltop Holdings
Texas
$4.07M
WA
817
WBH Advisory
Maryland
$4.04M
MFG
818
Midwest Financial Group
Kansas
$4.03M
SMA
819
Sage Mountain Advisors
Georgia
$4.02M
WB
820
WesBanco Bank
West Virginia
$4.01M
PAM
821
Palisade Asset Management
Minnesota
$4M
EWM
822
Evercore Wealth Management
New York
$4M
JBW
823
Journey Beyond Wealth
Georgia
$3.97M
CBA
824
Coastal Bridge Advisors
Connecticut
$3.96M
GWP
825
Gateway Wealth Partners
Wisconsin
$3.96M