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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
AIA
1426
AssuredPartners Investment Advisors
Florida
$1.01M
OP
1427
ORG Partners
Indiana
$1M
CAM
1428
Chandler Asset Management
California
$1M
KW
1429
KWB Wealth
California
$995K
CFG
1430
Cosner Financial Group
Colorado
$993K
TF
1431
Tompkins Financial
New York
$984K
PAM
1432
PCG Asset Management
New Jersey
$981K
TAM
1433
Townsend Asset Management
North Carolina
$977K
TIP
1434
Tandem Investment Partners
New Jersey
$974K
HWM
1435
HRC Wealth Management
Idaho
$974K
CMAI
1436
Capital Management Associates Inc
Minnesota
$972K
NF
1437
NavPoint Financial
Minnesota
$972K
FCM
1438
Firestone Capital Management
Florida
$966K
AT
1439
American Trust
Kentucky
$961K
CS
1440
Cannell & Spears
New York
$961K
KFGG
1441
Keystone Financial Group (Georgia)
Georgia
$958K
CAWM
1442
Capital Advisors Wealth Management
Washington
$956K
TBT
1443
Texas Bank & Trust
Texas
$947K
BAM
1444
Berkshire Asset Management
Pennsylvania
$947K
ZBNA
1445
Zions Bancorporation, National Association
Utah
$947K
GWANC
1446
Guardian Wealth Advisors (North Carolina)
North Carolina
$944K
EWA
1447
Evolution Wealth Advisors
Florida
$943K
BFA
1448
Bragg Financial Advisors
North Carolina
$939K
RIA
1449
RPG Investment Advisory
California
$937K
DWM
1450
Defined Wealth Management
Oregon
$936K