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iShares Core S&P Small-Cap ETF

2,466 hedge funds and large institutions have $57B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 908 increasing their positions, 1,158 reducing their positions, and 128 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 2,4982,466 (-32)

9% less funds holding in top 10

Funds holding in top 10: 323293 (-30)

22% less repeat investments, than reductions

Existing positions increased: 908 | Existing positions reduced: 1,158

Holders
2,466
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
293
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
MA
183
MCF Advisors
Kentucky
$35.9M
ERWM
184
Elk River Wealth Management
Colorado
$35.8M
SILC
185
Starr Indemnity & Liability Company
New York
$35.1M
AFG
186
Albion Financial Group
Utah
$35M
Victory Capital Management
187
Victory Capital Management
Texas
$33.7M
JWA
188
JFS Wealth Advisors
Pennsylvania
$33.4M
MFG
189
Magnus Financial Group
New York
$33.3M
FTWA
190
Fifth Third Wealth Advisors
Ohio
$33.3M
Lazard Asset Management
191
Lazard Asset Management
New York
$33M
FFA
192
Fi3 Financial Advisors
Indiana
$32.1M
AWE
193
Avidian Wealth Enterprises
Texas
$32M
BFG
194
Bleakley Financial Group
New Jersey
$31.8M
GLLW
195
Graves Light Lenhart Wealth
Virginia
$31.5M
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$31.4M
FAM
197
Frontier Asset Management
Wyoming
$31.2M
William Blair & Company
198
William Blair & Company
Illinois
$31.2M
GS
199
GTS Securities
New York
$30.9M
AWA
200
Amplius Wealth Advisors
Pennsylvania
$30.9M