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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
FCMC
1376
Founders Capital Management (Connecticut)
Connecticut
$1.11M
BWA
1377
BlueChip Wealth Advisors
Georgia
$1.11M
FDW
1378
Fourth Dimension Wealth
Ohio
$1.1M
SC
1379
Solstein Capital
California
$1.1M
LC
1380
Lincoln Capital
Nebraska
$1.1M
TF
1381
Tudor Financial
Ohio
$1.1M
VT
1382
Vise Technologies
New York
$1.1M
MWM
1383
Maltin Wealth Management
New Jersey
$1.1M
BFM
1384
Broadview Financial Management
Wisconsin
$1.1M
OLA
1385
Oliver Luxxe Assets
New Jersey
$1.1M
DC
1386
Destiny Capital
Colorado
$1.09M
PPW
1387
Pasadena Private Wealth
California
$1.09M
MA
1388
MONECO Advisors
Connecticut
$1.09M
RWM
1389
Riverchase Wealth Management
Texas
$1.09M
GSEP
1390
Golden State Equity Partners
California
$1.09M
EF
1391
Empowered Funds
Pennsylvania
$1.09M
SYBT
1392
Stock Yards Bank & Trust
Kentucky
$1.09M
ZIC
1393
ZWJ Investment Counsel
Georgia
$1.09M
PC
1394
Port Capital
Illinois
$1.08M
SIL
1395
Severin Investments, LLC
Missouri
$1.08M
TRCT
1396
Tower Research Capital (TRC)
New York
$1.08M
WDG
1397
Wealth Dimensions Group
Ohio
$1.08M
OC
1398
Opinicus Capital
Florida
$1.07M
AOWM
1399
Alpha Omega Wealth Management
Virginia
$1.07M
NCM
1400
Nelson Capital Management
California
$1.07M