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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
1926
Creekmur Asset Management
Illinois
$377K
CP
1927
Clarendon Private
Massachusetts
$376K
KDA
1928
Kraft Davis & Associates
Missouri
$376K
PFA
1929
Petra Financial Advisors
Colorado
$374K
TCM
1930
Traub Capital Management
Massachusetts
$374K
BCM
1931
BTC Capital Management
Iowa
$374K
I
1932
INVST
Indiana
$372K
B
1933
Bensler
Washington
$372K
PCM
1934
Poehling Capital Management
Wisconsin
$371K
PWM
1935
Penobscot Wealth Management
Maine
$371K
BONH
1936
Bank of New Hampshire
New Hampshire
$370K
TI
1937
Trexquant Investment
Connecticut
$369K
IWN
1938
Independent Wealth Network
Iowa
$368K
PMG
1939
Private Management Group
California
$368K
PWMG
1940
Private Wealth Management Group
New Jersey
$368K
BWP
1941
Balboa Wealth Partners
Arizona
$367K
DIA
1942
Davidson Investment Advisors
Montana
$366K
SCA
1943
Stonebridge Capital Advisors
Minnesota
$365K
SCM
1944
Sage Capital Management
New Jersey
$363K
KWM
1945
Kaydan Wealth Management
Michigan
$363K
HDIM
1946
Hanson & Doremus Investment Management
Vermont
$362K
FFM
1947
Forum Financial Management
Illinois
$361K
3AM
1948
3EDGE Asset Management
Florida
$361K
CMI
1949
Clare Market Investments
Texas
$359K
FM
1950
Foster & Motley
Ohio
$359K