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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
BWA
1751
Bordeaux Wealth Advisors
California
$522K
CAM
1752
Costello Asset Management
Pennsylvania
$521K
SAMC
1753
Spectrum Asset Management (California)
California
$520K
NSIM
1754
North Star Investment Management
Illinois
$519K
JC
1755
JB Capital
Connecticut
$518K
AA
1756
Argent Advisors
Louisiana
$516K
WCM
1757
WealthBridge Capital Management
Ohio
$513K
BB
1758
Berkshire Bank
Massachusetts
$511K
PCA
1759
Peddock Capital Advisors
Massachusetts
$510K
LWCFA
1760
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$510K
FF
1761
Finley Financial
Nevada
$509K
LWM
1762
Lakeridge Wealth Management
Ohio
$509K
SC
1763
Sierra Capital
Florida
$508K
QFA
1764
Quattro Financial Advisors
Texas
$508K
RPCA
1765
Running Point Capital Advisors
California
$507K
PFG
1766
Pinnacle Financial Group
Illinois
$506K
FFL
1767
Financial Freedom LLC
Ohio
$505K
SVWG
1768
Shared Vision Wealth Group
United States
$505K
FI
1769
FWG Investments
Kentucky
$505K
AWA
1770
Alta Wealth Advisors
Massachusetts
$504K
JHCP
1771
Jackson Hole Capital Partners
Oklahoma
$504K
DA
1772
Doliver Advisors
Texas
$503K
PI
1773
Parkside Investments
Illinois
$502K
LFG
1774
Lazard Frères Gestion
France
$502K
BWP
1775
BSW Wealth Partners
Colorado
$502K