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