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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
PRA
176
Pine Ridge Advisers
New York
$37.9M
PA
177
Planning Alternatives
Michigan
$37.7M
PPA
178
Painted Porch Advisors
California
$37.6M
NSLI
179
Nan Shan Life Insurance
Taiwan
$37.4M
OC
180
Oppenheimer & Co
New York
$37.2M
EWA
181
EP Wealth Advisors
California
$36.8M
FBB
182
Fulton Breakefield Broenniman
Maryland
$36.5M
CCFCSB
183
Cape Cod Five Cents Savings Bank
Massachusetts
$36.2M
MA
184
MCF Advisors
Kentucky
$35.9M
ERWM
185
Elk River Wealth Management
Colorado
$35.8M
SILC
186
Starr Indemnity & Liability Company
New York
$35.1M
AFG
187
Albion Financial Group
Utah
$35M
Victory Capital Management
188
Victory Capital Management
Texas
$33.7M
JWA
189
JFS Wealth Advisors
Pennsylvania
$33.4M
MFG
190
Magnus Financial Group
New York
$33.3M
FTWA
191
Fifth Third Wealth Advisors
Ohio
$33.3M
Lazard Asset Management
192
Lazard Asset Management
New York
$33M
FFA
193
Fi3 Financial Advisors
Indiana
$32.1M
AWE
194
Avidian Wealth Enterprises
Texas
$32M
BFG
195
Bleakley Financial Group
New Jersey
$31.8M
GLLW
196
Graves Light Lenhart Wealth
Virginia
$31.5M
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$31.4M
FAM
198
Frontier Asset Management
Wyoming
$31.2M
William Blair & Company
199
William Blair & Company
Illinois
$31.2M
GS
200
GTS Securities
New York
$30.9M