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iShares Core S&P Small-Cap ETF

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M
Name Holding Trade Value Shares
Change
Shares
Change %
FPCP
1201
Fort Point Capital Partners
California
$1.61M -$187K -1,709 -10%
RGF
1202
Retirement Guys Formula
Ohio
$1.61M +$65.8K +603 +4%
RWMG
1203
Redwood Wealth Management Group
New Jersey
$1.61M -$1.64K -15 -0.1%
SP
1204
SWS Partners
Ohio
$1.61M -$182K -1,669 -10%
NPFS
1205
Novak & Powell Financial Services
Florida
$1.61M -$560K -5,124 -26%
EI
1206
Ellevest Inc
New York
$1.6M -$519K -4,751 -24%
UF
1207
Univest Financial
Pennsylvania
$1.59M -$13.6K -124 -0.8%
WCM
1208
Winebrenner Capital Management
Kentucky
$1.59M -$28.3K -259 -2%
MC
1209
Moors & Cabot
Massachusetts
$1.58M -$162K -1,486 -9%
BOJHT
1210
Bank of Jackson Hole Trust
Wyoming
$1.58M +$127K +1,163 +9%
TA
1211
TFG Advisers
Michigan
$1.56M -$56.9K -521 -4%
SMWM
1212
Silvia McColl Wealth Management
California
$1.55M
CIR
1213
Clear Investment Research
Georgia
$1.55M +$11.9K +109 +0.8%
FB
1214
Fulton Bank
Pennsylvania
$1.55M +$165K +1,511 +12%
FFWA
1215
FRG Family Wealth Advisors
Washington
$1.55M -$269K -2,465 -15%
ACM
1216
AUA Capital Management
Pennsylvania
$1.54M
GPI
1217
General Partner Inc
Pennsylvania
$1.54M
BAAM
1218
Baker Avenue Asset Management
California
$1.54M -$46.8K -428 -3%
MWA
1219
Midland Wealth Advisors
Illinois
$1.54M -$94.5K -865 -6%
WCM
1220
Winthrop Capital Management
Indiana
$1.54M -$10.3K -94 -0.7%
SFM
1221
Signet Financial Management
New Jersey
$1.53M -$132K -1,211 -8%
KOMWMG
1222
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.53M -$437K -3,996 -22%
IVP
1223
Intrinsic Value Partners
Arizona
$1.53M +$369K +3,380 +32%
USCWA
1224
U.S. Capital Wealth Advisors
Texas
$1.53M -$2.25M -20,629 -60%
MWC
1225
MKD Wealth Coaches
Michigan
$1.53M -$1.52M -13,874 -50%