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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
TWP
1851
Triad Wealth Partners
Kansas
$432K
KWS
1852
Keystone Wealth Services
California
$432K
KWM
1853
Kingsman Wealth Management
Florida
$430K
AA
1854
Aufman Associates
Pennsylvania
$429K
IIC
1855
Ironwood Investment Counsel
Arizona
$429K
TA
1856
TruWealth Advisors
Louisiana
$428K
WWC
1857
Waypoint Wealth Counsel
Georgia
$427K
APWA
1858
Atlas Private Wealth Advisors
New Jersey
$426K
WP
1859
WealthPLAN Partners
Nebraska
$425K
KL
1860
KWMG LLC
Kansas
$424K
DWM
1861
DKM Wealth Management
California
$423K
LF
1862
LifeSteps Financial
California
$423K
CFP
1863
Cascade Financial Partners
California
$421K
DSC
1864
Duncker Streett & Co
Missouri
$420K
PCMF
1865
Private Capital Management (Florida)
Florida
$420K
CTWM
1866
Cherry Tree Wealth Management
Minnesota
$419K
WH
1867
Willner & Heller
California
$417K
AF
1868
Alerus Financial
North Dakota
$417K
NFG
1869
Nadler Financial Group
Illinois
$415K
FVCM
1870
F&V Capital Management
Florida
$412K
AC
1871
AlphaCore Capital
California
$412K
LMKC
1872
L.M. Kohn & Company
Ohio
$411K
SBWIC
1873
Schaper Benz & Wise Investment Counsel
Wisconsin
$411K
TC
1874
Truvestments Capital
Florida
$410K
WAG
1875
Winthrop Advisory Group
Massachusetts
$410K