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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 %
JHCP
1751
Jackson Hole Capital Partners
Oklahoma
$504K +$12.8K +117 +3%
DA
1752
Doliver Advisors
Texas
$503K -$21.5K -197 -4%
PI
1753
Parkside Investments
Illinois
$502K -$4.59K -42 -0.9%
LFRG
1754
Lazard Frères Gestion
France
$502K
BWP
1755
BSW Wealth Partners
Colorado
$502K -$95.5K -874 -16%
FC
1756
Financial Council
Maryland
$500K
JWM
1757
JGP Wealth Management
Oregon
$500K +$17.9K +164 +4%
PCA
1758
Prosperity Capital Advisors
Ohio
$498K -$86.4K -791 -15%
CIAS
1759
CBIZ Investment Advisory Services
Ohio
$496K -$22.4K -205 -4%
TNB
1760
Thomasville National Bank
Georgia
$495K +$3.72K +34 +0.8%
BWM
1761
Brown Wealth Management
Illinois
$495K -$4.05M -37,051 -89%
BF
1762
Bonfire Financial
Colorado
$493K +$109 +1 +0%
GI
1763
GAMCO Investors
Connecticut
$493K +$493K +4,513 New
TCM
1764
Tassel Capital Management
North Carolina
$492K +$68.1K +623 +16%
PWA
1765
Primoris Wealth Advisors
Florida
$492K +$109 +1 +0%
BWM
1766
BigSur Wealth Management
Florida
$492K
CMP
1767
Courage Miller Partners
Virginia
$491K
RZH
1768
Relyea Zuckerberg Hanson
Connecticut
$490K -$3.06K -28 -0.6%
SAM
1769
S.A. Mason
Michigan
$489K
CCWM
1770
Correct Capital Wealth Management
Missouri
$487K -$74K -677 -13%
HCMG
1771
Howard Capital Management Group
California
$486K
MSWMA
1772
Market Street Wealth Management Advisors
Indiana
$486K -$38.9K -356 -7%
AAMC
1773
Asset Allocation & Management Company
Illinois
$485K -$120K -1,100 -20%
CFA
1774
Capstone Financial Advisors
Illinois
$485K +$174K +1,592 +56%
WPP
1775
Whalerock Point Partners
Rhode Island
$485K -$17.6K -161 -4%