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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
PFM
1951
Potomac Fund Management
Florida
$358K
AWM
1952
Avaii Wealth Management
Wisconsin
$358K
RCM
1953
RMR Capital Management
California
$358K
WHCFA
1954
William Howard & Co Financial Advisors
Tennessee
$358K
FRA
1955
Frank Rimerman Advisors
California
$357K
SEM
1956
Strategic Equity Management
Arizona
$356K
HCMT
1957
Highland Capital Management (Tennessee)
Tennessee
$356K
CWP
1958
Concord Wealth Partners
Virginia
$356K
CAMV
1959
Concord Asset Management (Virginia)
Virginia
$356K
SWM
1960
Segment Wealth Management
Texas
$356K
SRC
1961
Sage Rhino Capital
California
$355K
FCIM
1962
Fairview Capital Investment Management
California
$355K
OC
1963
Oarsman Capital
Wisconsin
$354K
PFA
1964
Portland Financial Advisors
New York
$353K
TFM
1965
Trademark Financial Management
Minnesota
$352K
NEPWA
1966
New England Private Wealth Advisors
Massachusetts
$352K
FA
1967
Fermata Advisors
California
$350K
TPI
1968
Trust Point Inc
Wisconsin
$349K
WF
1969
WoodTrust Financial
Wisconsin
$349K
BST
1970
Bath Savings Trust
Maine
$349K
HFA
1971
High Falls Advisors
New York
$349K
PWP
1972
Prasad Wealth Partners
Ohio
$348K
HT
1973
Heritage Trust
Oklahoma
$346K
AWA
1974
Arbor Wealth Advisors
Michigan
$346K
VWM
1975
Vermillion Wealth Management
Minnesota
$345K