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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 %
FFM
1926
Forum Financial Management
Illinois
$361K +$81.5K +746 +29%
3AM
1927
3EDGE Asset Management
Florida
$361K +$361K +3,302 New
CMI
1928
Clare Market Investments
Texas
$359K -$251K -2,297 -41%
FM
1929
Foster & Motley
Ohio
$359K -$764 -7 -0.2%
PFM
1930
Potomac Fund Management
Florida
$358K -$11.8K -106 -3%
AWM
1931
Avaii Wealth Management
Wisconsin
$358K +$20K +183 +6%
RCM
1932
RMR Capital Management
California
$358K
WHCFA
1933
William Howard & Co Financial Advisors
Tennessee
$358K
FRA
1934
Frank Rimerman Advisors
California
$357K +$109 +1 +0%
SEM
1935
Strategic Equity Management
Arizona
$356K +$19.9K +182 +6%
HCMT
1936
Highland Capital Management (Tennessee)
Tennessee
$356K
CWP
1937
Concord Wealth Partners
Virginia
$356K -$6.56K -60 -2%
CAMV
1938
Concord Asset Management (Virginia)
Virginia
$356K +$356K +3,261 New
SWM
1939
Segment Wealth Management
Texas
$356K
SRC
1940
Sage Rhino Capital
California
$355K -$109K -1,000 -24%
FCIM
1941
Fairview Capital Investment Management
California
$355K -$1.09K -10 -0.3%
OC
1942
Oarsman Capital
Wisconsin
$354K
PFA
1943
Portland Financial Advisors
New York
$353K -$7.65K -70 -2%
TFM
1944
Trademark Financial Management
Minnesota
$352K +$1.53K +14 +0.4%
NEPWA
1945
New England Private Wealth Advisors
Massachusetts
$352K +$135K +1,211 +62%
FA
1946
Fermata Advisors
California
$350K -$192K -1,757 -35%
TPI
1947
Trust Point Inc
Wisconsin
$349K -$269K -2,463 -44%
WF
1948
WoodTrust Financial
Wisconsin
$349K -$24.4K -223 -7%
BST
1949
Bath Savings Trust
Maine
$349K
HFA
1950
High Falls Advisors
New York
$349K -$18K -165 -5%