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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
NCFG
1476
New Century Financial Group
New Jersey
$883K
AL
1477
ADE LLC
Maryland
$880K
MFT
1478
Moisand Fitzgerald Tamayo
Florida
$876K
NAS
1479
NWF Advisory Services
California
$876K
SCG
1480
Sonata Capital Group
Washington
$875K
VAG
1481
Vannoy Advisory Group
Texas
$871K
FG
1482
Foster Group
Iowa
$870K
TPA
1483
Trivium Point Advisory
Connecticut
$865K
NWMG
1484
National Wealth Management Group
Ohio
$865K
Russell Investments Group
1485
Russell Investments Group
United Kingdom
$863K
1WA
1486
180 Wealth Advisors
Washington
$861K
HCM
1487
Hudson Capital Management
New Jersey
$861K
MGWM
1488
Marks Group Wealth Management
Minnesota
$859K
OFG
1489
Oxford Financial Group
Indiana
$859K
SGCA
1490
Steel Grove Capital Advisors
Tennessee
$858K
TCM
1491
Tufton Capital Management
Maryland
$857K
CPA
1492
Cardiff Park Advisors
California
$855K
OCM
1493
Orion Capital Management
California
$855K
CFD
1494
Creative Financial Designs
Indiana
$853K
FNBTCON
1495
First National Bank & Trust Co of Newtown
Pennsylvania
$852K
BFA
1496
Beacon Financial Advisory
Ohio
$850K
WCWM
1497
Wooster Corthell Wealth Management
Connecticut
$849K
BWFA
1498
Baltimore-Washington Financial Advisors
Maryland
$847K
FFA
1499
Fortune Financial Advisors
Kansas
$847K
BW
1500
BIP Wealth
Georgia
$846K