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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
HWMT
951
Heritage Wealth Management (Texas)
Texas
$3M
LI
952
LVZ Inc
Michigan
$2.99M
GFP
953
Gryphon Financial Partners
Ohio
$2.99M
DF
954
Dunhill Financial
United Kingdom
$2.98M
CST
955
Charles Schwab Trust
Nevada
$2.97M
3F
956
360 Financial
Minnesota
$2.97M
USB
957
Union Savings Bank
Connecticut
$2.97M
W
958
Wealthquest
Ohio
$2.96M
YP
959
YANKCOM Partnership
South Dakota
$2.96M
WDL
960
Well Done LLC
Michigan
$2.95M
GFG
961
Goldstone Financial Group
Illinois
$2.95M
FTC
962
Farmers Trust Company
Ohio
$2.94M
BCG
963
Breakwater Capital Group
New Jersey
$2.94M
ZIM
964
Zacks Investment Management
Illinois
$2.93M
JFG
965
JMG Financial Group
Illinois
$2.93M
EPP
966
ETF Portfolio Partners
Kansas
$2.93M
TCOT
967
Trust Company of Toledo
Ohio
$2.91M
CWM
968
Cornerstone Wealth Management
Missouri
$2.91M
HCM
969
Hicks Capital Management
Ohio
$2.9M
GCA
970
Greenwood Capital Associates
South Carolina
$2.88M
TA
971
TPG Advisors
Illinois
$2.85M
AWM
972
Atticus Wealth Management
Florida
$2.84M
WP
973
Westmount Partners
California
$2.84M
PWA
974
Provenance Wealth Advisors
Florida
$2.84M
CPIA
975
Cornell Pochily Investment Advisors
New York
$2.84M