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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
RCG
1201
Regatta Capital Group
California
$1.66M
BWA
1202
BlueSky Wealth Advisors
North Carolina
$1.66M
RWM
1203
Rockwood Wealth Management
Pennsylvania
$1.66M
TWM
1204
Thrive Wealth Management
Pennsylvania
$1.65M
GA
1205
Goldstein Advisors
Wisconsin
$1.65M
PCM
1206
Palisade Capital Management
New Jersey
$1.64M
SIA
1207
SeaBridge Investment Advisors
New Jersey
$1.63M
NRW
1208
Nova R Wealth
Kansas
$1.63M
BIM
1209
Baldwin Investment Management
Pennsylvania
$1.63M
RIA
1210
Retirement Investment Advisors
Oklahoma
$1.63M
SCA
1211
St. Clair Advisors
Ohio
$1.63M
SFC
1212
Strategic Financial Concepts
Texas
$1.62M
HAM
1213
Harmony Asset Management
Arizona
$1.62M
JF
1214
Jump Financial
Illinois
$1.62M
ICP
1215
Interchange Capital Partners
Pennsylvania
$1.61M
FPCP
1216
Fort Point Capital Partners
California
$1.61M
RGF
1217
Retirement Guys Formula
Ohio
$1.61M
RWMG
1218
Redwood Wealth Management Group
New Jersey
$1.61M
SP
1219
SWS Partners
Ohio
$1.61M
NPFS
1220
Novak & Powell Financial Services
Florida
$1.61M
EI
1221
Ellevest Inc
New York
$1.6M
UF
1222
Univest Financial
Pennsylvania
$1.59M
WCM
1223
Winebrenner Capital Management
Kentucky
$1.59M
MC
1224
Moors & Cabot
Massachusetts
$1.58M
BOJHT
1225
Bank of Jackson Hole Trust
Wyoming
$1.58M