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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 %
SIC
1701
Salem Investment Counselors
North Carolina
$555K -$34.8K -318 -6%
FPL
1702
Fortress Private Ledger
North Carolina
$554K -$109K -997 -16%
ST
1703
Somerset Trust
Pennsylvania
$553K -$18.3K -167 -3%
CAMG
1704
CWA Asset Management Group
Florida
$551K -$231K -2,112 -30%
SWM
1705
Silverlake Wealth Management
Vermont
$550K -$57.4K -525 -9%
ULWM
1706
Upper Left Wealth Management
Florida
$550K +$36K +329 +7%
AIP
1707
Almanack Investment Partners
Pennsylvania
$550K +$282K +2,579 +105%
First Trust Advisors
1708
First Trust Advisors
Illinois
$550K +$142K +1,301 +35%
AA
1709
Ashford Advisors
New York
$548K -$1.02M -2,395 -65%
LIM
1710
Loudon Investment Management
New Hampshire
$548K +$10.9K +100 +2%
MSFS
1711
Main Street Financial Solutions
Pennsylvania
$547K -$14.9K -136 -3%
GJIA
1712
Glass Jacobson Investment Advisors
Maryland
$547K -$76.6K -701 -12%
AC
1713
Allstate Corporation
Illinois
$546K
DKCM
1714
Davidson Kahn Capital Management
California
$546K -$4.7K -43 -0.9%
AWM
1715
Avondale Wealth Management
Texas
$544K -$977K -8,935 -64%
PCA
1716
Pallas Capital Advisors
Massachusetts
$544K -$171K -1,561 -24%
MSG
1717
Main Street Group
Virginia
$544K -$11.4K -104 -2%
LOPW
1718
Live Oak Private Wealth
North Carolina
$542K -$874 -8 -0.2%
HP
1719
Holistic Planning
Texas
$541K +$2.08K +19 +0.4%
SC
1720
Scotia Capital
Ontario, Canada
$534K -$2.88M -26,387 -84%
WFA
1721
WMG Financial Advisors
Tennessee
$532K +$6.78K +62 +1%
OAS
1722
Optivise Advisory Services
Tennessee
$532K -$188K -1,718 -26%
TCWM
1723
Total Clarity Wealth Management
Illinois
$531K +$217K +1,989 +69%
GS
1724
GWN Securities
Florida
$531K -$1.42M -12,983 -73%
ICM
1725
IMS Capital Management
Oregon
$531K