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iShares Core S&P Small-Cap ETF

2,483 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, 914 increasing their positions, 1,165 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: 2,5082,483 (-25)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

22% less repeat investments, than reductions

Existing positions increased: 914 | Existing positions reduced: 1,165

Holders
2,483
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
UBV
151
United Bank (Virginia)
Virginia
$43.5M
SA
152
Sanctuary Advisors
Indiana
$43.1M
CI
153
Conning Inc
Connecticut
$43.1M
Balyasny Asset Management
154
Balyasny Asset Management
Illinois
$43M
AWM
155
Abound Wealth Management
Tennessee
$42.3M
AF
156
Arrow Financial
New York
$42M
TC
157
Trilogy Capital
California
$42M
VCM
158
Vision Capital Management
Oregon
$41.8M
AIA
159
Ally Invest Advisors
North Carolina
$41.4M
ACM
160
Arcataur Capital Management
Wisconsin
$41.4M
JIC
161
Johnson Investment Counsel
Ohio
$41.4M
SWM
162
SilverOak Wealth Management
Minnesota
$41M
Bank of Nova Scotia
163
Bank of Nova Scotia
Ontario, Canada
$39.8M
MCM
164
Maple Capital Management
Vermont
$39.4M
VFA
165
Voya Financial Advisors
Connecticut
$39.4M
NYLIM
166
New York Life Investment Management
New York
$39.3M
CTA
167
Chesley Taft & Associates
Illinois
$39M
AWM
168
Axxcess Wealth Management
California
$38.6M
BP
169
Ballentine Partners
Massachusetts
$38.6M
CAAS
170
Capital Asset Advisory Services
Michigan
$38.5M
SIC
171
Shoker Investment Counsel
Ohio
$38.2M
VA
172
Valmark Advisers
Ohio
$38M
OCG
173
Opus Capital Group
Ohio
$38M
SWM
174
Stockman Wealth Management
Montana
$38M
CFO
175
Colony Family Offices
North Carolina
$38M