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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
HPM
1701
Hoxton Planning & Management
West Virginia
$579K
BOPW
1702
Brandywine Oak Private Wealth
Pennsylvania
$577K
WJWM
1703
Williams Jones Wealth Management
New York
$576K
AG
1704
AmeriFlex Group
Nevada
$576K
BPC
1705
Banque Pictet & Cie
Switzerland
$574K
SFP
1706
Strategic Financial Planning
Texas
$570K
HFS
1707
Haverford Financial Services
Pennsylvania
$569K
3IP
1708
3Chopt Investment Partners
Virginia
$569K
KSWA
1709
Kathleen S. Wright Associates
Pennsylvania
$566K
DQRIM
1710
Dale Q Rice Investment Management
Washington
$564K
SWM
1711
Seaside Wealth Management
California
$564K
CIEC
1712
Crédit Industriel et Commercial
France
$563K
WCWM
1713
Willow Creek Wealth Management
California
$562K
IWA
1714
IBEX Wealth Advisors
New Jersey
$562K
CHAM
1715
Clear Harbor Asset Management
Connecticut
$560K
ARA
1716
Alexander Randolph Advisory
Virginia
$559K
CCT
1717
Capital City Trust
Florida
$559K
FMTC
1718
Farmers & Merchants Trust Company
California
$558K
TC
1719
TownSquare Capital
Utah
$556K
SIC
1720
Salem Investment Counselors
North Carolina
$555K
FPL
1721
Fortress Private Ledger
North Carolina
$554K
ST
1722
Somerset Trust
Pennsylvania
$553K
CAMG
1723
CWA Asset Management Group
Florida
$551K
SWM
1724
Silverlake Wealth Management
Vermont
$550K
ULWM
1725
Upper Left Wealth Management
Florida
$550K