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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 143 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: 2,5052,480 (-25)

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
RFO
1101
RiverGlades Family Offices
Florida
$2.12M
MBTD
1102
Mechanics Bank - Trust Department
California
$2.12M
TFCP
1103
Twin Focus Capital Partners
Massachusetts
$2.11M
TPWA
1104
TRUE Private Wealth Advisors
Oregon
$2.11M
SFMG
1105
Sage Financial Management Group
Virginia
$2.11M
ACM
1106
Absolute Capital Management
Pennsylvania
$2.1M
SLFPAM
1107
St. Louis Financial Planners Asset Management
Missouri
$2.1M
MIC
1108
Means Investment Company
Maine
$2.1M
LFG
1109
Leverty Financial Group
Wisconsin
$2.1M
AWP
1110
Astra Wealth Partners
New Jersey
$2.09M
PWA
1111
Peterson Wealth Advisors
Utah
$2.09M
Chevy Chase Trust
1112
Chevy Chase Trust
Maryland
$2.09M
OBGC
1113
O'Brien Greene & Co
Pennsylvania
$2.09M
IA
1114
Inspire Advisors
Idaho
$2.09M
AWA
1115
Arete Wealth Advisors
Illinois
$2.09M
NFP
1116
Narus Financial Partners
Utah
$2.09M
DJYG
1117
David J. Yvars Group
Florida
$2.08M
SIG
1118
Stonegate Investment Group
Alabama
$2.08M
AGP
1119
Autumn Glory Partners
Texas
$2.08M
SCM
1120
SOL Capital Management
Maryland
$2.08M
SCA
1121
STALEY CAPITAL ADVISERS
Pennsylvania
$2.08M
WEG
1122
World Equity Group
Illinois
$2.07M
UCB
1123
United Community Bank
South Carolina
$2.06M
SWM
1124
Shelton Wealth Management
Texas
$2.06M
CF
1125
Convergence Financial
Missouri
$2.06M