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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
ClearBridge Investments
1601
ClearBridge Investments
New York
$701K
NP
1602
Nilsine Partners
Colorado
$698K
BBW
1603
Blue Barn Wealth
Utah
$697K
FAM
1604
Forte Asset Management
New York
$692K
GCA
1605
Gradient Capital Advisors
California
$691K
SPIO
1606
Seven Post Investment Office
California
$688K
TCM
1607
Traynor Capital Management
Pennsylvania
$687K
HW
1608
HORAN Wealth
Ohio
$687K
TWP
1609
Total Wealth Planning
Ohio
$686K
HFW
1610
Horizon Family Wealth
Illinois
$685K
BTW
1611
Boston Trust Walden
Massachusetts
$683K
WE
1612
Wealth Effects
Massachusetts
$681K
ACM
1613
Advisors Capital Management
New Jersey
$681K
CA
1614
Calton & Associates
Florida
$678K
ACM
1615
Ardent Capital Management
Ohio
$677K
IWS
1616
Insight Wealth Strategies
California
$676K
SCA
1617
Stokes Capital Advisors
South Carolina
$673K
WPC
1618
White Pine Capital
Minnesota
$673K
IIA
1619
Integral Investment Advisors
California
$671K
TI
1620
Truepoint Inc
Ohio
$671K
Invesco
1621
Invesco
Georgia
$670K
PTC
1622
Philadelphia Trust Company
Pennsylvania
$669K
MG
1623
Marex Group
$668K
CP
1624
Creekside Partners
California
$668K
WTA
1625
Washington Trust Advisors
Massachusetts
$668K