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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
CAM
1901
Clark Asset Management
New Hampshire
$393K
COFSG
1902
Carbahal Olsen Financial Services Group
California
$393K
NCM
1903
NCM Capital Management
New Jersey
$392K
CWP
1904
CFM Wealth Partners
Texas
$391K
JFG
1905
Jefferies Financial Group
New York
$391K
BFC
1906
Bedel Financial Consulting
Indiana
$389K
DWP
1907
Daymark Wealth Partners
Ohio
$389K
TSMHT
1908
Thurston Springer Miller Herd & Titak
Indiana
$389K
SAM
1909
Synergy Asset Management
Washington
$387K
FAG
1910
Fortitude Advisory Group
Washington
$387K
CAP
1911
Columbia Advisory Partners
Washington
$386K
TAM
1912
TCP Asset Management
Ohio
$385K
HCC
1913
Hirtle Callaghan & Co
Pennsylvania
$384K
AIP
1914
ARS Investment Partners
New York
$383K
WAG
1915
Wiser Advisor Group
Arizona
$382K
KOC
1916
Koss-Olinger Consulting
Florida
$382K
NA
1917
Nautilus Advisors
California
$381K
BFA
1918
Buttonwood Financial Advisors
Maryland
$381K
TPBG
1919
Turning Point Benefit Group
Maryland
$381K
HWM
1920
Howard Wealth Management
Connecticut
$380K
HFM
1921
Hartford Financial Management
Connecticut
$380K
IPAM
1922
Investment Partners Asset Management
New Jersey
$380K
LA
1923
LexAurum Advisors
Kansas
$380K
CA
1924
CGN Advisors
Kansas
$380K
Tudor Investment Corp
1925
Tudor Investment Corp
Connecticut
$378K