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iShares Core S&P Small-Cap ETF

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M
Name Holding Trade Value Shares
Change
Shares
Change %
CP
851
Canopy Partners
Ohio
$3.72M -$39.8K -364 -1%
BCA
852
Bay Capital Advisors
Virginia
$3.72M -$1.69M -15,438 -31%
BFG
853
Baron Financial Group
New Jersey
$3.71M -$80.9K -740 -2%
TNBTD
854
Trustmark National Bank Trust Department
Mississippi
$3.69M -$36.6K -335 -1%
Luther King Capital Management (LKCM)
855
Luther King Capital Management (LKCM)
Texas
$3.68M -$3.69M
PPWM
856
PFG Private Wealth Management
Florida
$3.67M +$11.3K +103 +0.3%
NL
857
NEPC LLC
Massachusetts
$3.66M -$1.64K -15 -0%
CHJWM
858
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.66M +$137K +1,226 +4%
SFB
859
STAR Financial Bank
Indiana
$3.63M +$538K +4,922 +17%
MAS
860
Meeder Advisory Services
Ohio
$3.62M +$144K +1,318 +4%
BSAM
861
Blue Square Asset Management
New York
$3.62M -$7.2M -65,894 -67%
BJL
862
Brighton Jones LLC
Washington
$3.61M +$210K +1,921 +6%
QCIG
863
Quad-Cities Investment Group
Iowa
$3.61M -$43K -393 -1%
SKK
864
Shepherd Kaplan Krochuk
Massachusetts
$3.61M +$406K +3,716 +13%
AFP
865
Alpha Financial Partners
Kentucky
$3.6M -$60.1K -550 -2%
UBG
866
United Bank (Georgia)
Georgia
$3.59M +$163K +1,495 +5%
TFF
867
The Family Firm
Maryland
$3.59M +$122K +1,117 +4%
CT
868
Colonial Trust
South Carolina
$3.59M -$255K -2,332 -7%
FFG
869
Fortress Financial Group
Minnesota
$3.59M +$1.66M +15,158 +86%
VIA
870
Vickerman Investment Advisors
Washington
$3.59M +$121K +1,106 +3%
GPA
871
Garrison Point Advisors
California
$3.58M -$46K -421 -1%
DJSG
872
D.J. St. Germain
Massachusetts
$3.58M -$9.95M -91,076 -74%
KHC
873
Koesten Hirschmann & Crabtree
Kansas
$3.56M +$896K +8,198 +34%
SR
874
Syntax Research
Florida
$3.55M -$43.2K -395 -1%
AF
875
Affiance Financial
Minnesota
$3.54M +$191K +1,752 +6%