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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
GWP
826
Gateway Wealth Partners
Wisconsin
$3.96M
GWS
827
Greykasell Wealth Strategies
California
$3.96M
CTA
828
Colonial Trust Advisors
South Carolina
$3.96M
IAS
829
IMA Advisory Services
Colorado
$3.95M
LKWM
830
Lee-Kelleher Wealth Management
Maryland
$3.95M
LFP
831
Lakeshore Financial Planning
Michigan
$3.94M
PIA
832
Perennial Investment Advisors
California
$3.94M
LDB
833
Lee, Danner & Bass
Tennessee
$3.94M
EA
834
Emerald Advisors
Washington
$3.92M
LFAS
835
Level Four Advisory Services
Texas
$3.92M
FFO
836
Fortitude Family Office
Arizona
$3.91M
FLPIM
837
F.L. Putnam Investment Management
Massachusetts
$3.91M
B
838
Birchbrook
Maine
$3.9M
WS
839
Wela Strategies
Georgia
$3.88M
PWS
840
Precision Wealth Strategies
Missouri
$3.87M
WWM
841
Wolff Wiese Magana
California
$3.86M
FFN
842
Focus Financial Network
Minnesota
$3.86M
PCM
843
Parsons Capital Management
Rhode Island
$3.85M
LSIA
844
LaSalle St. Investment Advisors
Illinois
$3.84M
WCM
845
Windsor Capital Management
Arizona
$3.83M
FCM
846
Fourpath Capital Management
Oklahoma
$3.83M
SIAM
847
Sterling Investment Advisors (Missouri)
Missouri
$3.83M
SPFA
848
Summit Place Financial Advisors
New Jersey
$3.83M
MCA
849
Magnolia Capital Advisors
Mississippi
$3.82M
CF
850
Conquis Financial
California
$3.81M