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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
CAM
1751
Costello Asset Management
Pennsylvania
$521K
SAMC
1752
Spectrum Asset Management (California)
California
$520K
NSIM
1753
North Star Investment Management
Illinois
$519K
JC
1754
JB Capital
Connecticut
$518K
AA
1755
Argent Advisors
Louisiana
$516K
WCM
1756
WealthBridge Capital Management
Ohio
$513K
BB
1757
Berkshire Bank
Massachusetts
$511K
PCA
1758
Peddock Capital Advisors
Massachusetts
$510K
LWCFA
1759
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$510K
FF
1760
Finley Financial
Nevada
$509K
LWM
1761
Lakeridge Wealth Management
Ohio
$509K
SC
1762
Sierra Capital
Florida
$508K
QFA
1763
Quattro Financial Advisors
Texas
$508K
RPCA
1764
Running Point Capital Advisors
California
$507K
PFG
1765
Pinnacle Financial Group
Illinois
$506K
FFL
1766
Financial Freedom LLC
Ohio
$505K
SVWG
1767
Shared Vision Wealth Group
United States
$505K
FI
1768
FWG Investments
Kentucky
$505K
AWA
1769
Alta Wealth Advisors
Massachusetts
$504K
JHCP
1770
Jackson Hole Capital Partners
Oklahoma
$504K
DA
1771
Doliver Advisors
Texas
$503K
PI
1772
Parkside Investments
Illinois
$502K
LFG
1773
Lazard Frères Gestion
France
$502K
BWP
1774
BSW Wealth Partners
Colorado
$502K
FC
1775
Financial Council
Maryland
$500K