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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 %
GHA
1801
GW Henssler & Associates
Georgia
$458K -$43.3K -396 -9%
OWM
1802
Orgel Wealth Management
Wisconsin
$457K +$1.97K +18 +0.4%
SFA
1803
Souders Financial Advisors
Ohio
$457K -$264K -2,417 -37%
AP
1804
Appleton Partners
Massachusetts
$456K -$14.3K -131 -3%
FFA
1805
Founders Financial Alliance
North Carolina
$453K -$146K -1,339 -24%
WPW
1806
Watershed Private Wealth
Illinois
$452K -$139K -1,274 -24%
LF
1807
Lantz Financial
Illinois
$452K -$5.25K -48 -1%
SFO
1808
Stokes Family Office
Louisiana
$451K -$328 -3 -0.1%
TPF
1809
Tribridge Partners Financial
Maryland
$450K +$450K +4,118 New
PA
1810
Procyon Advisors
Connecticut
$450K -$251K -2,299 -36%
AWG
1811
Altus Wealth Group
Colorado
$449K +$765 +7 +0.2%
FPB
1812
First PREMIER Bank
South Dakota
$448K +$9.29K +85 +2%
GWM
1813
GDS Wealth Management
Texas
$445K +$46.4K +425 +12%
HCM
1814
Hollencrest Capital Management
California
$443K -$1.48M -13,535 -77%
BWP
1815
BlueStem Wealth Partners
Minnesota
$442K -$1.2K -11 -0.3%
MFG
1816
Mosaic Financial Group
Illinois
$441K +$546 +5 +0.1%
CWP
1817
Cyndeo Wealth Partners
Florida
$441K -$45.4K -415 -9%
AWM
1818
Activest Wealth Management
Florida
$440K +$101K +923 +30%
GCL
1819
Gouws Capital LLC
North Carolina
$440K
KIA
1820
KCM Investment Advisors
California
$440K +$40.1K +367 +10%
SAF
1821
Smith Anglin Financial
Texas
$439K -$79.7K -729 -15%
LG
1822
LAM Group
Oregon
$437K
PSA
1823
Plum Street Advisors
Louisiana
$437K -$1.64K -15 -0.4%
DI
1824
DAGCO Inc
Ohio
$435K -$20K -183 -4%
C1AG
1825
Client 1st Advisory Group
Florida
$434K +$21.3K +195 +5%