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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
LW
1451
Linscomb Wealth
Texas
$935K
CCWM
1452
Cassaday & Co Wealth Management
Virginia
$932K
Vontobel Holding
1453
Vontobel Holding
Switzerland
$929K
PCFFS
1454
Pacific Center for Financial Services
California
$928K
FB
1455
Finward Bancorp
Indiana
$928K
IAIM
1456
International Assets Investment Management
Florida
$927K
PMFA
1457
Plante Moran Financial Advisors
Michigan
$927K
BWM
1458
Birchcreek Wealth Management
Ohio
$926K
CA
1459
Claro Advisors
Massachusetts
$925K
KWM
1460
KMT Wealth Management
California
$916K
GKWIM
1461
Gerber Kawasaki Wealth & Investment Management
California
$915K
PFS
1462
Prospect Financial Services
New York
$911K
PSF
1463
Pacific Sun Financial
California
$911K
PCH
1464
PGIM Custom Harvest
New Jersey
$909K
IC
1465
Inscription Capital
Texas
$908K
TCM
1466
TD Capital Management
Tennessee
$904K
TSW
1467
Three Seasons Wealth
Utah
$903K
PA
1468
Probity Advisors
Texas
$898K
CG
1469
Corundum Group
Colorado
$897K
STCOSD
1470
Sageworth Trust Company of South Dakota
South Dakota
$897K
SM
1471
Sweeney & Michel
California
$894K
TPW
1472
TL Private Wealth
Texas
$893K
SWP
1473
Strategic Wealth Partners
Ohio
$889K
BC
1474
Brio Consultants
California
$884K
OCM
1475
Objective Capital Management
Ohio
$884K