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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 %
MAS
901
Madden Advisory Services
Florida
$3.29M +$39.2K +359 +1%
ASW
902
Astoria Strategic Wealth
Texas
$3.28M -$1.18M -10,819 -27%
BPWM
903
Badgley Phelps Wealth Managers
Washington
$3.28M -$6.45K -59 -0.2%
First Manhattan
904
First Manhattan
New York
$3.27M +$29.8K +273 +0.9%
PWA
905
Physician Wealth Advisors
Utah
$3.27M -$47K -430 -1%
FIM
906
Freedom Investment Management
Connecticut
$3.26M -$1.02M -9,313 -24%
EFM
907
Eley Financial Management
Vermont
$3.25M +$75.4K +690 +2%
NHT
908
New Hampshire Trust
New Hampshire
$3.24M -$39.5K -361 -1%
SWP
909
Summit Wealth Partners
Florida
$3.23M -$220K -2,017 -6%
Barclays
910
Barclays
United Kingdom
$3.21M -$4.86M -44,497 -60%
GWMR
911
GC Wealth Management RIA
Massachusetts
$3.21M -$2.24M -20,483 -41%
FWP
912
FAS Wealth Partners
Kansas
$3.2M -$109K -995 -3%
JWBC
913
John W. Brooker & Co
California
$3.18M -$9.77M -85,654 -75%
SWA
914
Stratos Wealth Advisors
Ohio
$3.18M +$37.1K +339 +1%
Koshinski Asset Management
915
Koshinski Asset Management
Illinois
$3.17M -$153K -1,400 -5%
SWA
916
SOA Wealth Advisors
New York
$3.16M -$165K -1,511 -5%
AMG
917
Asset Management Group
Connecticut
$3.16M -$77.7K -711 -2%
KCAM
918
Kagan Cocozza Asset Management
New Jersey
$3.15M +$370K +3,384 +13%
JIP
919
Jaffetilchin Investment Partners
Florida
$3.14M +$92.4K +845 +3%
KWM
920
Keebeck Wealth Management
Illinois
$3.14M -$32.6K -298 -1%
PPC
921
Park Place Capital
Alabama
$3.11M +$893K +8,044 +40%
AFC
922
AFT Forsyth & Company
Florida
$3.11M -$54.1K -495 -2%
OC
923
Optima Capital
Oregon
$3.1M +$212K +1,944 +7%
Vanguard Group
924
Vanguard Group
Pennsylvania
$3.1M -$48.4K -443 -2%
DFC
925
DBK Financial Counsel
Ohio
$3.09M -$58.6K -536 -2%