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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
CWM
1351
Chemistry Wealth Management
New York
$1.2M
CFG
1352
Carr Financial Group
Massachusetts
$1.19M
HSWS
1353
Higgins & Schmidt Wealth Strategies
Colorado
$1.19M
DFA
1354
Davies Financial Advisors
California
$1.19M
IIC
1355
Integrated Investment Consultants
Michigan
$1.18M
PFBT
1356
Parkside Financial Bank & Trust
Missouri
$1.17M
KFC
1357
Klingenstein Fields & Co
New York
$1.16M
AFG
1358
Allegheny Financial Group
Pennsylvania
$1.16M
TT
1359
TI-Trust
Illinois
$1.15M
TTWM
1360
TCV Trust & Wealth Management
Virginia
$1.15M
RWMH
1361
Riverpoint Wealth Management Holdings
Illinois
$1.15M
AWP
1362
Axis Wealth Partners
Rhode Island
$1.15M
GI
1363
GS Investments
Minnesota
$1.14M
OWP
1364
ORG Wealth Partners
Texas
$1.14M
AT
1365
Arlington Trust
Alabama
$1.14M
SIAS
1366
Summit Investment Advisory Services
Minnesota
$1.13M
LWP
1367
Laurel Wealth Planning
Minnesota
$1.13M
IFA
1368
Index Fund Advisors
California
$1.13M
WMWM
1369
Wilkins Miller Wealth Management
Alabama
$1.13M
IA
1370
IFC Advisors
California
$1.13M
PWP
1371
Principle Wealth Partners
Connecticut
$1.12M
PWM
1372
PBMares Wealth Management
Virginia
$1.12M
LSA
1373
Lansing Street Advisors
Pennsylvania
$1.12M
RW
1374
Rockport Wealth
Ohio
$1.12M
CCA
1375
Clearwater Capital Advisors
Illinois
$1.11M