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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 %
ZBNA
1426
Zions Bancorporation, National Association
Utah
$947K
GWANC
1427
Guardian Wealth Advisors (North Carolina)
North Carolina
$944K -$34K -311 -3%
EWA
1428
Evolution Wealth Advisors
Florida
$943K
BFA
1429
Bragg Financial Advisors
North Carolina
$939K -$7.21K -66 -0.8%
RIA
1430
RPG Investment Advisory
California
$937K -$849K -7,768 -48%
DWM
1431
Defined Wealth Management
Oregon
$936K -$283K -2,588 -23%
LW
1432
Linscomb Wealth
Texas
$935K -$874 -8 -0.1%
CCWM
1433
Cassaday & Co Wealth Management
Virginia
$932K -$157K -1,439 -14%
Vontobel Holding
1434
Vontobel Holding
Switzerland
$929K -$57.4K -525 -6%
PCFFS
1435
Pacific Center for Financial Services
California
$928K -$88.6K -811 -9%
FB
1436
Finward Bancorp
Indiana
$928K +$74.5K +682 +9%
IAIM
1437
International Assets Investment Management
Florida
$927K -$58.5K -535 -6%
PMFA
1438
Plante Moran Financial Advisors
Michigan
$927K +$135K +1,239 +17%
BWM
1439
Birchcreek Wealth Management
Ohio
$926K -$73.6K -673 -7%
CA
1440
Claro Advisors
Massachusetts
$925K -$473K -4,324 -34%
KWM
1441
KMT Wealth Management
California
$916K
GKWIM
1442
Gerber Kawasaki Wealth & Investment Management
California
$915K -$86.8K -794 -9%
PFS
1443
Prospect Financial Services
New York
$911K +$1.53K +14 +0.2%
PSF
1444
Pacific Sun Financial
California
$911K -$44.6K -408 -5%
PCH
1445
PGIM Custom Harvest
New Jersey
$909K -$75.7K -693 -8%
IC
1446
Inscription Capital
Texas
$908K -$384K -3,510 -30%
TCM
1447
TD Capital Management
Tennessee
$904K +$64K +586 +8%
TSW
1448
Three Seasons Wealth
Utah
$903K -$66K -604 -7%
PA
1449
Probity Advisors
Texas
$898K -$27.7K -253 -3%
CG
1450
Corundum Group
Colorado
$897K