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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
FM
1951
Foster & Motley
Ohio
$359K
PFM
1952
Potomac Fund Management
Florida
$358K
AWM
1953
Avaii Wealth Management
Wisconsin
$358K
RCM
1954
RMR Capital Management
California
$358K
WHCFA
1955
William Howard & Co Financial Advisors
Tennessee
$358K
FRA
1956
Frank Rimerman Advisors
California
$357K
SEM
1957
Strategic Equity Management
Arizona
$356K
HCMT
1958
Highland Capital Management (Tennessee)
Tennessee
$356K
CWP
1959
Concord Wealth Partners
Virginia
$356K
CAMV
1960
Concord Asset Management (Virginia)
Virginia
$356K
SWM
1961
Segment Wealth Management
Texas
$356K
SRC
1962
Sage Rhino Capital
California
$355K
FCIM
1963
Fairview Capital Investment Management
California
$355K
OC
1964
Oarsman Capital
Wisconsin
$354K
PFA
1965
Portland Financial Advisors
New York
$353K
TFM
1966
Trademark Financial Management
Minnesota
$352K
NEPWA
1967
New England Private Wealth Advisors
Massachusetts
$352K
FA
1968
Fermata Advisors
California
$350K
TPI
1969
Trust Point Inc
Wisconsin
$349K
WF
1970
WoodTrust Financial
Wisconsin
$349K
BST
1971
Bath Savings Trust
Maine
$349K
HFA
1972
High Falls Advisors
New York
$349K
PWP
1973
Prasad Wealth Partners
Ohio
$348K
HT
1974
Heritage Trust
Oklahoma
$346K
AWA
1975
Arbor Wealth Advisors
Michigan
$346K