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