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