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iShares Core S&P Small-Cap ETF

2,465 hedge funds and large institutions have $57B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 908 increasing their positions, 1,157 reducing their positions, and 128 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 2,4982,465 (-33)

9% less funds holding in top 10

Funds holding in top 10: 323293 (-30)

22% less repeat investments, than reductions

Existing positions increased: 908 | Existing positions reduced: 1,157

Holders
2,465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
293
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
UBV
151
United Bank (Virginia)
Virginia
$43.5M
CI
152
Conning Inc
Connecticut
$43.1M
Balyasny Asset Management
153
Balyasny Asset Management
Illinois
$43M
AWM
154
Abound Wealth Management
Tennessee
$42.3M
AF
155
Arrow Financial
New York
$42M
TC
156
Trilogy Capital
California
$42M
VCM
157
Vision Capital Management
Oregon
$41.8M
AIA
158
Ally Invest Advisors
North Carolina
$41.4M
ACM
159
Arcataur Capital Management
Wisconsin
$41.4M
JIC
160
Johnson Investment Counsel
Ohio
$41.4M
SWM
161
SilverOak Wealth Management
Minnesota
$41M
Bank of Nova Scotia
162
Bank of Nova Scotia
Ontario, Canada
$39.8M
MCM
163
Maple Capital Management
Vermont
$39.4M
VFA
164
Voya Financial Advisors
Connecticut
$39.4M
NYLIM
165
New York Life Investment Management
New York
$39.3M
CTA
166
Chesley Taft & Associates
Illinois
$39M
AWM
167
Axxcess Wealth Management
California
$38.6M
BP
168
Ballentine Partners
Massachusetts
$38.6M
CAAS
169
Capital Asset Advisory Services
Michigan
$38.5M
SIC
170
Shoker Investment Counsel
Ohio
$38.2M
VA
171
Valmark Advisers
Ohio
$38M
OCG
172
Opus Capital Group
Ohio
$38M
SWM
173
Stockman Wealth Management
Montana
$38M
CFO
174
Colony Family Offices
North Carolina
$38M
IA
175
IFG Advisors
Missouri
$37.9M