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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
PFG
1576
PAX Financial Group
Texas
$734K
LCM
1577
LVM Capital Management
Michigan
$734K
IFWM
1578
Institute for Wealth Management
Colorado
$732K
AWM
1579
Angeles Wealth Management
California
$730K
MI
1580
Moneywise Inc
Virginia
$729K
SFG
1581
Sather Financial Group
Texas
$729K
BWA
1582
Bestgate Wealth Advisors
Maryland
$727K
HWM
1583
Horizons Wealth Management
North Carolina
$726K
CNBOF
1584
City National Bank of Florida
Florida
$726K
RWP
1585
Ridgeline Wealth Planning
Ohio
$725K
GAM
1586
Gemmer Asset Management
California
$724K
MFGM
1587
Marshall Financial Group (Maryland)
Maryland
$720K
OWA
1588
Outlook Wealth Advisors
Texas
$720K
Fisher Asset Management
1589
Fisher Asset Management
Washington
$720K
WIA
1590
Wetzel Investment Advisors
Indiana
$719K
EB
1591
Emprise Bank
Kansas
$719K
SAS
1592
Stelac Advisory Services
New York
$717K
PTB
1593
Pioneer Trust Bank
Oregon
$717K
HA
1594
Helium Advisors
Washington
$717K
EFN
1595
Equita Financial Network
Pennsylvania
$716K
Parallax Volatility Advisers
1596
Parallax Volatility Advisers
California
$715K
YWM
1597
Yukon Wealth Management
Kansas
$711K
LCC
1598
Lincoln Capital Corp
Rhode Island
$707K
FHC
1599
First Heartland Consultants
Missouri
$704K
EAM
1600
Empirical Asset Management
Massachusetts
$702K