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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 145 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: 2,5032,480 (-23)

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
LF
1826
Lantz Financial
Illinois
$452K
SFO
1827
Stokes Family Office
Louisiana
$451K
TPF
1828
Tribridge Partners Financial
Maryland
$450K
PA
1829
Procyon Advisors
Connecticut
$450K
AWG
1830
Altus Wealth Group
Colorado
$449K
FPB
1831
First PREMIER Bank
South Dakota
$448K
GWM
1832
GDS Wealth Management
Texas
$445K
HCM
1833
Hollencrest Capital Management
California
$443K
BWP
1834
BlueStem Wealth Partners
Minnesota
$442K
MFG
1835
Mosaic Financial Group
Illinois
$441K
CWP
1836
Cyndeo Wealth Partners
Florida
$441K
AWM
1837
Activest Wealth Management
Florida
$440K
GCL
1838
Gouws Capital LLC
North Carolina
$440K
KIA
1839
KCM Investment Advisors
California
$440K
SAF
1840
Smith Anglin Financial
Texas
$439K
LG
1841
LAM Group
Oregon
$437K
PSA
1842
Plum Street Advisors
Louisiana
$437K
DI
1843
DAGCO Inc
Ohio
$435K
BI
1844
Ballast Inc
Kentucky
$435K
C1AG
1845
Client 1st Advisory Group
Florida
$434K
GAG
1846
GM Advisory Group
New York
$434K
WFA
1847
Wells Financial Advisors
Massachusetts
$434K
BWL
1848
Bogart Wealth LLC
Virginia
$434K
NAS
1849
Nicolet Advisory Services
Wisconsin
$433K
TWP
1850
Triad Wealth Partners
Kansas
$432K