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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 %
MIC
1276
Meridian Investment Counsel
California
$1.34M
AWM
1277
Accredited Wealth Management
Kentucky
$1.34M -$14.2K -130 -1%
QPWM
1278
Quadrant Private Wealth Management
Pennsylvania
$1.34M +$138K +1,262 +11%
LC
1279
LCNB Corp
Ohio
$1.34M -$8.2K -75 -0.6%
PGAM
1280
Princeton Global Asset Management
New Jersey
$1.33M +$306K +2,800 +30%
SFG
1281
Stonebridge Financial Group
Pennsylvania
$1.33M +$47K +430 +4%
PWP
1282
PrairieView Wealth Partners
Illinois
$1.33M +$1.33M +12,136 New
NDBT
1283
North Dallas Bank & Trust
Texas
$1.32M +$1.32M +12,115 New
WMN
1284
Wealth Management Nebraska
Nebraska
$1.32M +$95.7K +874 +8%
BI
1285
Beckerman Institutional
New Jersey
$1.31M -$127K -1,164 -9%
EB
1286
Eastern Bank
Massachusetts
$1.31M -$72.5K -663 -5%
PPA
1287
Pacific Point Advisors
California
$1.31M -$21.9K -200 -2%
LIA
1288
LS Investment Advisors
Michigan
$1.31M -$471K -4,312 -26%
WC
1289
Woodstock Corp
Massachusetts
$1.3M -$671K -6,137 -34%
EW
1290
Evoke Wealth
California
$1.3M +$338K +3,097 +35%
O3W
1291
Omni 360 Wealth
New Jersey
$1.29M -$15.7K -144 -1%
LWM
1292
Lyell Wealth Management
California
$1.29M -$1.29M -11,830 -50%
PT
1293
Plimoth Trust
Massachusetts
$1.29M +$24.3K +222 +2%
CFG
1294
Compton Financial Group
Maryland
$1.29M -$745K -6,820 -37%
RMP
1295
Richards, Merrill & Peterson
Washington
$1.28M +$142K +1,301 +12%
AO
1296
Advisor OS
Illinois
$1.28M -$183K -1,676 -13%
RSVP
1297
Ramsay Stattman Vela & Price
Colorado
$1.28M +$62.7K +574 +5%
TFP
1298
Tilia Fiduciary Partners
North Carolina
$1.28M -$57.1K -522 -4%
EWA
1299
Exencial Wealth Advisors
Oklahoma
$1.28M -$8.2K -75 -0.6%
VFS
1300
Valpey Financial Services
New Hampshire
$1.28M +$1.28M +11,686 New