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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
IWP
1801
Invenio Wealth Partners
Florida
$475K
BBPWM
1802
Blue Bell Private Wealth Management
Pennsylvania
$474K
FA
1803
FC Advisory
Pennsylvania
$474K
MCM
1804
McRae Capital Management
New Jersey
$473K
BCA
1805
Ballentine Capital Advisors
South Carolina
$472K
SFFS
1806
Stonehage Fleming Financial Services
Jersey
$472K
TW
1807
Traveka Wealth
California
$472K
JBA
1808
Johnson Bixby & Associates
Washington
$471K
AFO
1809
Allie Family Office
Florida
$470K
LCM
1810
Leisure Capital Management
California
$470K
MWM
1811
Melfa Wealth Management
Massachusetts
$469K
VAG
1812
VisionPoint Advisory Group
Texas
$466K
COCM
1813
Charter Oak Capital Management
New Hampshire
$466K
HVIA
1814
Hudson Valley Investment Advisors
New York
$466K
KA
1815
Kooman & Associates
Pennsylvania
$465K
PHIC
1816
Pine Haven Investment Counsel
Massachusetts
$462K
SIS
1817
Sound Income Strategies
Florida
$462K
LRIA
1818
Leonard Rickey Investment Advisors
Washington
$461K
GIA
1819
Guyasuta Investment Advisors
Pennsylvania
$460K
GHA
1820
GW Henssler & Associates
Georgia
$458K
OWM
1821
Orgel Wealth Management
Wisconsin
$457K
SFA
1822
Souders Financial Advisors
Ohio
$457K
AP
1823
Appleton Partners
Massachusetts
$456K
FFA
1824
Founders Financial Alliance
North Carolina
$453K
WPW
1825
Watershed Private Wealth
Illinois
$452K