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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
WPW
1826
Watershed Private Wealth
Illinois
$452K
LF
1827
Lantz Financial
Illinois
$452K
SFO
1828
Stokes Family Office
Louisiana
$451K
TPF
1829
Tribridge Partners Financial
Maryland
$450K
PA
1830
Procyon Advisors
Connecticut
$450K
AWG
1831
Altus Wealth Group
Colorado
$449K
FPB
1832
First PREMIER Bank
South Dakota
$448K
GWM
1833
GDS Wealth Management
Texas
$445K
HCM
1834
Hollencrest Capital Management
California
$443K
BWP
1835
BlueStem Wealth Partners
Minnesota
$442K
MFG
1836
Mosaic Financial Group
Illinois
$441K
CWP
1837
Cyndeo Wealth Partners
Florida
$441K
AWM
1838
Activest Wealth Management
Florida
$440K
GCL
1839
Gouws Capital LLC
North Carolina
$440K
KIA
1840
KCM Investment Advisors
California
$440K
SAF
1841
Smith Anglin Financial
Texas
$439K
LG
1842
LAM Group
Oregon
$437K
PSA
1843
Plum Street Advisors
Louisiana
$437K
DI
1844
DAGCO Inc
Ohio
$435K
BI
1845
Ballast Inc
Kentucky
$435K
C1AG
1846
Client 1st Advisory Group
Florida
$434K
GAG
1847
GM Advisory Group
New York
$434K
WFA
1848
Wells Financial Advisors
Massachusetts
$434K
BWL
1849
Bogart Wealth LLC
Virginia
$434K
NAS
1850
Nicolet Advisory Services
Wisconsin
$433K