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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
AFP
876
Alpha Financial Partners
Kentucky
$3.6M
UBG
877
United Bank (Georgia)
Georgia
$3.59M
TFF
878
The Family Firm
Maryland
$3.59M
CT
879
Colonial Trust
South Carolina
$3.59M
FFG
880
Fortress Financial Group
Minnesota
$3.59M
VIA
881
Vickerman Investment Advisors
Washington
$3.59M
GPA
882
Garrison Point Advisors
California
$3.58M
DJSG
883
D.J. St. Germain
Massachusetts
$3.58M
KHC
884
Koesten Hirschmann & Crabtree
Kansas
$3.56M
SR
885
Syntax Research
Florida
$3.55M
AF
886
Affiance Financial
Minnesota
$3.54M
CTC
887
Corundum Trust Company
South Dakota
$3.53M
GSAM
888
Grant Street Asset Management
Pennsylvania
$3.52M
ANTB
889
AMG National Trust Bank
Colorado
$3.51M
TCA
890
Transcend Capital Advisors
New Jersey
$3.51M
FWTB
891
First Western Trust Bank
Colorado
$3.5M
NOI
892
Newton One Investments
Delaware
$3.5M
PP
893
PrairieView Partners
Minnesota
$3.5M
LOIP
894
Live Oak Investment Partners
Texas
$3.49M
FFL
895
Future Fund LLC
Illinois
$3.49M
AWC
896
Abundance Wealth Counselors
Pennsylvania
$3.47M
NS
897
NBC Securities
Alabama
$3.47M
SAS
898
Sage Advisory Services
Texas
$3.46M
BFA
899
Beaumont Financial Advisors
Massachusetts
$3.45M
BFO
900
Biltmore Family Office
North Carolina
$3.42M