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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 %
S
1676
Sunpointe
Missouri
$589K +$23K +210 +4%
LWM
1677
Liberty Wealth Management
California
$587K -$1.31K -12 -0.2%
TWG
1678
The Wealth Group
Minnesota
$585K -$64.6K -591 -10%
AIM
1679
Alhambra Investment Management
Florida
$583K -$1.64K -15 -0.3%
AF
1680
Apollon Financial
South Carolina
$582K -$13.4K -123 -2%
HPM
1681
Hoxton Planning & Management
West Virginia
$579K -$8.96K -82 -2%
BOPW
1682
Brandywine Oak Private Wealth
Pennsylvania
$577K +$984 +9 +0.2%
WJWM
1683
Williams Jones Wealth Management
New York
$576K -$77.3K -707 -12%
AG
1684
AmeriFlex Group
Nevada
$576K -$77.1K -706 -12%
BPC
1685
Banque Pictet & Cie
Switzerland
$574K +$71K +650 +14%
SFP
1686
Strategic Financial Planning
Texas
$570K
HFS
1687
Haverford Financial Services
Pennsylvania
$569K
3IP
1688
3Chopt Investment Partners
Virginia
$569K
KSWA
1689
Kathleen S. Wright Associates
Pennsylvania
$566K -$16.1K -147 -3%
DQRIM
1690
Dale Q Rice Investment Management
Washington
$564K -$638K -5,719 -53%
SWM
1691
Seaside Wealth Management
California
$564K +$564K +5,157 New
CIEC
1692
Crédit Industriel et Commercial
France
$563K -$196K -1,797 -26%
WCWM
1693
Willow Creek Wealth Management
California
$562K -$72.1K -660 -11%
IWA
1694
IBEX Wealth Advisors
New Jersey
$562K +$562K +5,138 New
CHAM
1695
Clear Harbor Asset Management
Connecticut
$560K +$59.2K +542 +12%
ARA
1696
Alexander Randolph Advisory
Virginia
$559K +$134K +1,228 +32%
CCT
1697
Capital City Trust
Florida
$559K -$7.1K -65 -1%
SQA
1698
Simon Quick Advisors
New Jersey
$558K -$637K -5,833 -53%
FMTC
1699
Farmers & Merchants Trust Company
California
$558K
TC
1700
TownSquare Capital
Utah
$556K -$8.07M -73,843 -94%