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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
FC
1776
Financial Council
Maryland
$500K
JWM
1777
JGP Wealth Management
Oregon
$500K
PCA
1778
Prosperity Capital Advisors
Ohio
$500K
CIAS
1779
CBIZ Investment Advisory Services
Ohio
$496K
TNB
1780
Thomasville National Bank
Georgia
$495K
BWM
1781
Brown Wealth Management
Illinois
$495K
BF
1782
Bonfire Financial
Colorado
$493K
GI
1783
GAMCO Investors
Connecticut
$493K
TCM
1784
Tassel Capital Management
North Carolina
$492K
PWA
1785
Primoris Wealth Advisors
Florida
$492K
BWM
1786
BigSur Wealth Management
Florida
$492K
CMP
1787
Courage Miller Partners
Virginia
$491K
RZH
1788
Relyea Zuckerberg Hanson
Connecticut
$490K
SAM
1789
S.A. Mason
Michigan
$489K
CCWM
1790
Correct Capital Wealth Management
Missouri
$487K
HCMG
1791
Howard Capital Management Group
California
$486K
MSWMA
1792
Market Street Wealth Management Advisors
Indiana
$486K
AAMC
1793
Asset Allocation & Management Company
Illinois
$485K
CFA
1794
Capstone Financial Advisors
Illinois
$485K
WPP
1795
Whalerock Point Partners
Rhode Island
$485K
CPA
1796
Clear Point Advisors
New York
$482K
MCM
1797
MV Capital Management
Maryland
$482K
NJIM
1798
Nabity-Jensen Investment Management
Nebraska
$479K
SWM
1799
SFG Wealth Management
Maryland
$479K
CPW
1800
Cove Private Wealth
New York
$477K