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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
MWA
1651
Motive Wealth Advisors
Michigan
$636K
CBT
1652
Crews Bank & Trust
Florida
$636K
CA
1653
Carson Advisory
Georgia
$635K
LCM
1654
Lazari Capital Management
California
$635K
KA
1655
Kearns & Associates
California
$635K
ME
1656
McIlrath & Eck
Washington
$634K
RIS
1657
Richmond Investment Services
Wisconsin
$634K
AWA
1658
Acorn Wealth Advisors
Michigan
$633K
AAMA
1659
Advanced Asset Management Advisors
Ohio
$632K
BFG
1660
Bouchey Financial Group
New York
$632K
AIFAIM
1661
American Institute for Advanced Investment Management
Arizona
$631K
MWA
1662
Meridian Wealth Advisors
Texas
$629K
FPW
1663
Flywheel Private Wealth
California
$627K
ACM
1664
AlphaStar Capital Management
North Carolina
$627K
CIS
1665
Connors Investor Services
Pennsylvania
$621K
RWA
1666
River Wealth Advisors
Pennsylvania
$620K
SWM
1667
Sendero Wealth Management
Texas
$620K
NB
1668
Nicolet Bankshares
Wisconsin
$617K
AIS
1669
American Investment Services
Massachusetts
$616K
TWM
1670
Trueblood Wealth Management
Ohio
$616K
CIBC Asset Management
1671
CIBC Asset Management
Ontario, Canada
$616K
I
1672
InvesTrust
Oklahoma
$613K
AAG
1673
Armstrong Advisory Group
Massachusetts
$613K
LNB
1674
Ledyard National Bank
$613K
SEEDPG
1675
S.E.E.D. Planning Group
New York
$613K