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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 %
GAG
1826
GM Advisory Group
New York
$434K +$88.7K +812 +26%
WFA
1827
Wells Financial Advisors
Massachusetts
$434K -$85.4K -781 -16%
BWL
1828
Bogart Wealth LLC
Virginia
$434K +$225K +2,055 +107%
NAS
1829
Nicolet Advisory Services
Wisconsin
$433K +$433K +3,989 New
TWP
1830
Triad Wealth Partners
Kansas
$432K -$48.9K -447 -10%
KWS
1831
Keystone Wealth Services
California
$432K +$984 +9 +0.2%
KWM
1832
Kingsman Wealth Management
Florida
$430K -$224K -2,047 -34%
AA
1833
Aufman Associates
Pennsylvania
$429K +$874 +8 +0.2%
IIC
1834
Ironwood Investment Counsel
Arizona
$429K +$874 +8 +0.2%
TA
1835
TruWealth Advisors
Louisiana
$428K
WWC
1836
Waypoint Wealth Counsel
Georgia
$427K -$78K -714 -15%
APWA
1837
Atlas Private Wealth Advisors
New Jersey
$426K +$1.09K +10 +0.3%
WP
1838
WealthPLAN Partners
Nebraska
$425K -$205K -1,876 -33%
KL
1839
KWMG LLC
Kansas
$424K -$29.9K -274 -7%
DWM
1840
DKM Wealth Management
California
$423K -$89.2K -816 -17%
LF
1841
LifeSteps Financial
California
$423K +$2.73K +25 +0.7%
CFP
1842
Cascade Financial Partners
California
$421K +$14.6K +134 +4%
DSC
1843
Duncker Streett & Co
Missouri
$420K -$15.4K -141 -4%
PCMF
1844
Private Capital Management (Florida)
Florida
$420K +$22K +201 +6%
CTWM
1845
Cherry Tree Wealth Management
Minnesota
$419K -$174K -1,596 -29%
WH
1846
Willner & Heller
California
$417K -$31.9K -292 -7%
AF
1847
Alerus Financial
North Dakota
$417K +$1.75K +16 +0.4%
NFG
1848
Nadler Financial Group
Illinois
$415K +$42.6K +390 +11%
FVCM
1849
F&V Capital Management
Florida
$412K +$5.46K +50 +1%
AC
1850
AlphaCore Capital
California
$412K +$135K +1,233 +49%