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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
RWA
1126
Roberts Wealth Advisors
California
$2.05M
JF
1127
JSF Financial
California
$2.05M
LWM
1128
Lionsbridge Wealth Management
Florida
$2.05M
CAS
1129
Coppell Advisory Solutions
Texas
$2.05M
WWA
1130
WCG Wealth Advisors
Nevada
$2.03M
BB
1131
Busey Bank
Illinois
$2.03M
MIM
1132
Macroview Investment Management
Maryland
$2.03M
HNB
1133
Hilltop National Bank
Wyoming
$2.02M
SIM
1134
Stratos Investment Management
Ohio
$2M
IFO
1135
Independent Family Office
New York
$2M
SC
1136
Steph & Co
Wisconsin
$2M
FPTW
1137
Franklin, Parlapiano, Turner & Welch
Texas
$1.99M
MTIC
1138
Missouri Trust & Investment Company
Missouri
$1.99M
AG
1139
Ascent Group
Virginia
$1.99M
SWM
1140
Sentinel Wealth Management
Virginia
$1.97M
CWA
1141
Core Wealth Advisors
Florida
$1.97M
DAS
1142
Diversify Advisory Services
Utah
$1.96M
OWP
1143
Obermeyer Wealth Partners
Colorado
$1.96M
SS
1144
SBI Securities
Japan
$1.96M
DFA
1145
Delta Financial Advisors
Louisiana
$1.95M
KWA
1146
Kingswood Wealth Advisors
California
$1.95M
ACM
1147
Ascent Capital Management
Oregon
$1.95M
LAM
1148
LOM Asset Management
$1.94M
AA
1149
Armis Advisers
Georgia
$1.94M
ACA
1150
Affinity Capital Advisors
California
$1.94M