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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
SFSG
1526
Sound Financial Strategies Group
Mississippi
$811K
WOSD
1527
WFA of San Diego
California
$810K
PWM
1528
PTM Wealth Management
United States
$807K
VPP
1529
Vertex Planning Partners
Illinois
$801K
GHAM
1530
Gilman Hill Asset Management
Connecticut
$801K
SM
1531
Sensible Money
Arizona
$799K
MAM
1532
MMA Asset Management
Pennsylvania
$796K
SHFA
1533
SC&H Financial Advisors
Maryland
$796K
HNWA
1534
Henrickson Nauta Wealth Advisors
Michigan
$794K
ACA
1535
American Capital Advisory
Idaho
$792K
BWM
1536
BKM Wealth Management
Wisconsin
$787K
WLIM
1537
White Lighthouse Investment Management
Massachusetts
$786K
CPP
1538
Capasso Planning Partners
South Carolina
$785K
CWM
1539
Centurion Wealth Management
Virginia
$783K
TIAM2
1540
Tru Independence Asset Management 2
Oregon
$781K
RLWM
1541
RF&L Wealth Management
Massachusetts
$778K
SI
1542
Seeds Investor
New York
$778K
KFI
1543
Key Financial Inc
Pennsylvania
$777K
M
1544
MOTCO
Texas
$776K
MPWS
1545
McCarter Private Wealth Services
Massachusetts
$774K
AF
1546
Advisornet Financial
Minnesota
$772K
KWA
1547
Kondo Wealth Advisors
California
$772K
EWA
1548
EverSource Wealth Advisors
Alabama
$772K
FYW
1549
Future You Wealth
New York
$772K
SWA
1550
Strategies Wealth Advisors
Michigan
$769K