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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 %
AF
1526
Advisornet Financial
Minnesota
$772K +$1.53K +14 +0.2%
KWA
1527
Kondo Wealth Advisors
California
$772K
EWA
1528
EverSource Wealth Advisors
Alabama
$772K -$263K -2,402 -25%
FYW
1529
Future You Wealth
New York
$772K +$308K +2,819 +66%
SWA
1530
Strategies Wealth Advisors
Michigan
$769K -$142K -1,298 -16%
SNB
1531
Security National Bank
Nebraska
$768K -$5.79K -53 -0.7%
BLC
1532
Brown, Lisle/Cummings
Rhode Island
$767K +$63.2K +578 +9%
WPC
1533
Waters Parkerson & Co
Louisiana
$767K
BC
1534
Barrett & Company
Rhode Island
$767K -$6.01K -55 -0.8%
TIM
1535
Thompson Investment Management
Wisconsin
$766K +$38K +348 +5%
CWS
1536
Confluence Wealth Services
Pennsylvania
$766K +$112K +1,021 +17%
EIA
1537
Edgemoor Investment Advisors
Maryland
$766K -$128K -1,169 -14%
CFA
1538
Camarda Financial Advisors
Florida
$764K +$204K +1,871 +37%
BW
1539
Balance Wealth
Ohio
$764K +$3.61K +33 +0.5%
KW
1540
Keyvantage Wealth
Pennsylvania
$763K -$58.7K -537 -7%
PIA
1541
Powell Investment Advisors
Florida
$762K +$130K +1,185 +20%
CPG
1542
Cornerstone Planning Group
New Jersey
$759K -$254K -2,294 -25%
MEAC
1543
M.E. Allison & Co
Texas
$759K +$14.8K +135 +2%
OFG
1544
Opulen Financial Group
Virginia
$757K
M
1545
MATAURO
New York
$757K -$72.5K -663 -9%
OFS
1546
Orrstown Financial Services
Pennsylvania
$756K -$502K -4,589 -40%
CWM
1547
Centricity Wealth Management
Ohio
$756K -$56.8K -520 -7%
MPW
1548
MASECO Private Wealth
$755K +$755K +6,905 New
BC
1549
Bowman & Company
Wisconsin
$754K +$55.5K +508 +8%
CFS
1550
Commonwealth Financial Services
West Virginia
$753K -$78.1K -715 -9%