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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 %
CPA
1776
Clear Point Advisors
New York
$482K -$9.73K -89 -2%
MCM
1777
MV Capital Management
Maryland
$482K -$355K -3,249 -42%
NJIM
1778
Nabity-Jensen Investment Management
Nebraska
$479K
SWM
1779
SFG Wealth Management
Maryland
$479K +$219K +2,006 +85%
CPW
1780
Cove Private Wealth
New York
$477K +$74.3K +680 +18%
SWTS
1781
Stonehaven Wealth & Tax Solutions
Wisconsin
$477K +$19.2K +176 +4%
IWP
1782
Invenio Wealth Partners
Florida
$475K +$17.9K +164 +4%
BBPWM
1783
Blue Bell Private Wealth Management
Pennsylvania
$474K +$23.2K +212 +5%
FA
1784
FC Advisory
Pennsylvania
$474K +$1.2K +11 +0.3%
MCM
1785
McRae Capital Management
New Jersey
$473K -$162K -1,478 -25%
BCA
1786
Ballentine Capital Advisors
South Carolina
$472K -$73.2K -670 -13%
SFFS
1787
Stonehage Fleming Financial Services
Jersey
$472K
TW
1788
Traveka Wealth
California
$472K -$16.4K -150 -3%
JBA
1789
Johnson Bixby & Associates
Washington
$471K -$13.3K -122 -3%
AFO
1790
Allie Family Office
Florida
$470K +$1.2K +11 +0.3%
LCM
1791
Leisure Capital Management
California
$470K +$27.2K +249 +6%
MWM
1792
Melfa Wealth Management
Massachusetts
$469K +$3.17K +29 +0.7%
VAG
1793
VisionPoint Advisory Group
Texas
$466K +$151K +1,378 +48%
COCM
1794
Charter Oak Capital Management
New Hampshire
$466K -$47.4K -434 -9%
HVIA
1795
Hudson Valley Investment Advisors
New York
$466K +$4.7K +43 +1%
KA
1796
Kooman & Associates
Pennsylvania
$465K +$7.43K +68 +2%
PHIC
1797
Pine Haven Investment Counsel
Massachusetts
$462K
SIS
1798
Sound Income Strategies
Florida
$462K -$2.89M -26,439 -86%
LRIA
1799
Leonard Rickey Investment Advisors
Washington
$461K -$3.83K -35 -0.8%
GIA
1800
Guyasuta Investment Advisors
Pennsylvania
$460K +$19.7K +180 +4%