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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
JWBC
926
John W. Brooker & Co
California
$3.18M
SWA
927
Stratos Wealth Advisors
Ohio
$3.18M
Koshinski Asset Management
928
Koshinski Asset Management
Illinois
$3.17M
SWA
929
SOA Wealth Advisors
New York
$3.16M
AMG
930
Asset Management Group
Connecticut
$3.16M
KCAM
931
Kagan Cocozza Asset Management
New Jersey
$3.15M
JIP
932
Jaffetilchin Investment Partners
Florida
$3.14M
KWM
933
Keebeck Wealth Management
Illinois
$3.14M
PPC
934
Park Place Capital
Alabama
$3.11M
AFC
935
AFT Forsyth & Company
Florida
$3.11M
OC
936
Optima Capital
Oregon
$3.1M
Vanguard Group
937
Vanguard Group
Pennsylvania
$3.1M
DFC
938
DBK Financial Counsel
Ohio
$3.09M
VCM
939
Viewpoint Capital Management
Washington
$3.09M
NL
940
NWAM LLC
Washington
$3.09M
WA
941
Wilshire Advisors
California
$3.07M
GFL
942
Granite FO LLC
New Hampshire
$3.06M
SGK
943
Steigerwald Gordon & Koch
Virginia
$3.05M
RPGK
944
Retirement Planning Group (Kansas)
Kansas
$3.05M
EFS
945
Essex Financial Services
Connecticut
$3.04M
WWM
946
Wiser Wealth Management
Georgia
$3.04M
PCM
947
Pennsylvania Capital Management
Pennsylvania
$3.01M
PRTG
948
Post Resch Tallon Group
New York
$3.01M
JCM
949
Jacobi Capital Management
Pennsylvania
$3M
TFG
950
Tilson Financial Group
New Jersey
$3M