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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
IA
176
IFG Advisors
Missouri
$37.9M
PRA
177
Pine Ridge Advisers
New York
$37.9M
PA
178
Planning Alternatives
Michigan
$37.7M
PPA
179
Painted Porch Advisors
California
$37.6M
NSLI
180
Nan Shan Life Insurance
Taiwan
$37.4M
OC
181
Oppenheimer & Co
New York
$37.2M
EWA
182
EP Wealth Advisors
California
$36.8M
FBB
183
Fulton Breakefield Broenniman
Maryland
$36.5M
CCFCSB
184
Cape Cod Five Cents Savings Bank
Massachusetts
$36.2M
MA
185
MCF Advisors
Kentucky
$35.9M
ERWM
186
Elk River Wealth Management
Colorado
$35.8M
SILC
187
Starr Indemnity & Liability Company
New York
$35.1M
AFG
188
Albion Financial Group
Utah
$35M
Victory Capital Management
189
Victory Capital Management
Texas
$33.7M
JWA
190
JFS Wealth Advisors
Pennsylvania
$33.4M
MFG
191
Magnus Financial Group
New York
$33.3M
FTWA
192
Fifth Third Wealth Advisors
Ohio
$33.3M
Lazard Asset Management
193
Lazard Asset Management
New York
$33M
FFA
194
Fi3 Financial Advisors
Indiana
$32.1M
AWE
195
Avidian Wealth Enterprises
Texas
$32M
BFG
196
Bleakley Financial Group
New Jersey
$31.8M
GLLW
197
Graves Light Lenhart Wealth
Virginia
$31.5M
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$31.4M
FAM
199
Frontier Asset Management
Wyoming
$31.2M
William Blair & Company
200
William Blair & Company
Illinois
$31.2M