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iShares Core S&P Small-Cap ETF

2,465 hedge funds and large institutions have $57B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 908 increasing their positions, 1,157 reducing their positions, and 128 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 2,4982,465 (-33)

9% less funds holding in top 10

Funds holding in top 10: 323293 (-30)

22% less repeat investments, than reductions

Existing positions increased: 908 | Existing positions reduced: 1,157

Holders
2,465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
293
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
EH
126
Equitable Holdings
New York
$55M
LWMT
127
Legacy Wealth Management (Tennessee)
Tennessee
$54.2M
BSB
128
Bangor Savings Bank
Maine
$53.5M
APCM
129
Alaska Permanent Capital Management
Alaska
$53.5M
WA
130
Wealth Architects
California
$53.3M
FFA
131
Farther Finance Advisors
California
$52.4M
AllianceBernstein
132
AllianceBernstein
Tennessee
$52.3M
BBHC
133
Brown Brothers Harriman & Co
New York
$51.5M
FNT
134
First National Trust
Pennsylvania
$51.1M
CA
135
Clearstead Advisors
Ohio
$51.1M
CWM
136
Congress Wealth Management
Massachusetts
$50.9M
BCWM
137
Bartlett & Co Wealth Management
Ohio
$50.7M
SWP
138
Stratos Wealth Partners
Ohio
$50M
FT
139
Fiduciary Trust
Massachusetts
$49.4M
CWM
140
Cahaba Wealth Management
Georgia
$46.3M
HWA
141
HCR Wealth Advisors
California
$45.8M
R
142
Rebalance
California
$45.5M
RWM
143
RKL Wealth Management
Pennsylvania
$45.5M
BCM
144
Becker Capital Management
Oregon
$45.3M
ODIJL
145
One Day In July LLC
Vermont
$44.3M
GRP
146
Global Retirement Partners
California
$44.3M
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$43.9M
ACGA
148
Atlanta Consulting Group Advisors
Georgia
$43.9M
NQWM
149
Northwest Quadrant Wealth Management
Oregon
$43.8M
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$43.6M