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iShares Core S&P Small-Cap ETF

2,465 hedge funds and large institutions have $57B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 908 increasing their positions, 1,157 reducing their positions, and 128 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 2,4982,465 (-33)

9% less funds holding in top 10

Funds holding in top 10: 323293 (-30)

22% less repeat investments, than reductions

Existing positions increased: 908 | Existing positions reduced: 1,157

Holders
2,465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
293
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
BF
101
BOK Financial
Oklahoma
$68M
SCM
102
Steele Capital Management
Iowa
$67.8M
AF
103
Ally Financial
Michigan
$67.5M
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$67.5M
MWM
105
Mission Wealth Management
California
$66.1M
SL
106
SWF LLC
Nebraska
$65.5M
BCM
107
Bronte Capital Management
Australia
$65M
SIC
108
Sigma Investment Counselors
Michigan
$64.6M
CI Investments Inc
109
CI Investments Inc
Ontario, Canada
$63.3M
SF
110
Synovus Financial
Georgia
$63.2M
PAG
111
Private Advisor Group
New Jersey
$62.4M
FBFS
112
First Business Financial Services
Wisconsin
$61.5M
SLT
113
St Louis Trust
Missouri
$61.3M
NA
114
NewEdge Advisors
Louisiana
$60.5M
SFG
115
Sage Financial Group
Pennsylvania
$60.2M
QWP
116
Quotient Wealth Partners
Texas
$59.9M
Natixis Advisors
117
Natixis Advisors
Massachusetts
$59.9M
FSC
118
Full Sail Capital
Oklahoma
$59.3M
VC
119
Vicus Capital
Pennsylvania
$58.8M
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$58.5M
KA
121
Klingman & Associates
New York
$58.4M
CWM
122
Calamos Wealth Management
Illinois
$58M
IC
123
IEQ Capital
California
$57.3M
FA
124
Financial Advisors
Massachusetts
$57.3M
TIAA Trust, National Association
125
TIAA Trust, National Association
North Carolina
$56.4M