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