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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
IA
1401
Integrity Alliance
Iowa
$1.07M
IAS
1402
Insigneo Advisory Services
Florida
$1.07M
FF
1403
Farnam Financial
Arizona
$1.07M
PWMG
1404
Pinnacle Wealth Management Group
Michigan
$1.07M
LPFG
1405
Landing Point Financial Group
Ohio
$1.06M
WKSWA
1406
White Knight Strategic Wealth Advisors
New Jersey
$1.06M
SHJ
1407
Sharkey, Howes & Javer
Colorado
$1.06M
TWP
1408
Tyche Wealth Partners
Texas
$1.05M
CFS
1409
Coordinated Financial Services
Colorado
$1.05M
CKAIS
1410
Christensen King & Associates Investment Services
Washington
$1.05M
BEAM
1411
Baker Ellis Asset Management
Washington
$1.04M
FFA
1412
First Foundation Advisors
California
$1.04M
CGH
1413
Crossmark Global Holdings
Texas
$1.04M
IIM
1414
Ipswich Investment Management
Massachusetts
$1.03M
RC
1415
Roundview Capital
New Jersey
$1.03M
AAP
1416
Arax Advisory Partners
Colorado
$1.03M
CPA
1417
Court Place Advisors
Maryland
$1.03M
DACG
1418
Donor Advised Charitable Giving
California
$1.02M
CIG
1419
CHB Investment Group
Pennsylvania
$1.02M
FFG
1420
Fiduciary Financial Group
California
$1.02M
Legacy Financial Group (Iowa)
1421
Legacy Financial Group (Iowa)
Iowa
$1.02M
ACP
1422
Aviance Capital Partners
Florida
$1.02M
NPA
1423
Nichols & Pratt Advisers
Massachusetts
$1.01M
BMD
1424
Better Money Decisions
New Mexico
$1.01M
WC
1425
Waterloo Capital
Texas
$1.01M