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iShares Core S&P Small-Cap ETF

2,465 hedge funds and large institutions have $57B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 908 increasing their positions, 1,157 reducing their positions, and 128 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 2,4982,465 (-33)

9% less funds holding in top 10

Funds holding in top 10: 323293 (-30)

22% less repeat investments, than reductions

Existing positions increased: 908 | Existing positions reduced: 1,157

Holders
2,465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
293
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
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$92.6M
Members Trust
77
Members Trust
Florida
$92.5M
BIAS
78
Beacon Investment Advisory Services
New Jersey
$92M
Bessemer Group
79
Bessemer Group
New Jersey
$91.9M
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$91.7M
Kovitz Investment Group Partners
81
Kovitz Investment Group Partners
Illinois
$91.5M
DWM
82
Destination Wealth Management
California
$90.7M
CWM
83
Connecticut Wealth Management
Connecticut
$89.1M
SGDR
84
SPX Gestao de Recursos
Brazil
$86.1M
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$85.2M
MAWA
86
Moss Adams Wealth Advisors
Washington
$83.1M
GT
87
Greenleaf Trust
Michigan
$82M
SWM
88
SigFig Wealth Management
California
$81.2M
SPIA
89
Steward Partners Investment Advisory
New York
$77M
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$74.8M
AI
91
Accredited Investors
Minnesota
$73.9M
GT
92
Glenview Trust
Kentucky
$73.6M
FIB
93
First Interstate Bank
Montana
$72.6M
Citigroup
94
Citigroup
New York
$72.6M
BBA
95
BLB&B Advisors
Pennsylvania
$71.8M
WT
96
Whittier Trust
California
$71.2M
KAS
97
Kestra Advisory Services
Texas
$70.1M
UB
98
UMB Bank
Missouri
$69.1M
P
99
&Partners
Tennessee
$68.6M
DWM
100
Dynasty Wealth Management
Florida
$68.3M