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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
DWA
1151
Dougherty Wealth Advisers
Minnesota
$1.94M
BFW
1152
Brady Family Wealth
Missouri
$1.94M
SF
1153
SWP Financial
California
$1.93M
KBFS
1154
Kohmann Bosshard Financial Services
Ohio
$1.93M
CCA
1155
Cora Capital Advisors
New Jersey
$1.91M
RFN
1156
RDA Financial Network
Iowa
$1.91M
FNC
1157
First National Corp
Massachusetts
$1.9M
SIC
1158
Samalin Investment Counsel
New York
$1.9M
CPBTD
1159
Central Pacific Bank - Trust Division
Hawaii
$1.89M
CAL
1160
Capital Advisors Ltd
Ohio
$1.88M
CTA
1161
Camelot Technology Advisors
California
$1.87M
GDP
1162
Great Diamond Partners
Maine
$1.87M
MPM
1163
Meritage Portfolio Management
Kansas
$1.86M
ANC
1164
Ames National Corp
Iowa
$1.84M
PIMG
1165
Patriot Investment Management Group
Tennessee
$1.84M
FCB
1166
First County Bank
Connecticut
$1.84M
SFG
1167
Sunburst Financial Group
Alabama
$1.83M
HNWAG
1168
High Net Worth Advisory Group
Florida
$1.81M
CFP
1169
Cypress Financial Planning
New Jersey
$1.81M
MWM
1170
Mascagni Wealth Management
Mississippi
$1.81M
CB
1171
Cadence Bank
Mississippi
$1.81M
PI
1172
PFG Investments
New York
$1.8M
ZF
1173
Zhang Financial
Michigan
$1.8M
NBWM
1174
North Berkeley Wealth Management
California
$1.8M
ACP
1175
Arcus Capital Partners
Georgia
$1.8M