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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
VWM
1976
Vermillion Wealth Management
Minnesota
$345K
LG
1977
Leuthold Group
Minnesota
$345K
NCM
1978
Northside Capital Management
Oregon
$345K
CWM
1979
Castle Wealth Management
Florida
$345K
APA
1980
Astoria Portfolio Advisors
New York
$345K
FFG
1981
Foundry Financial Group
New Hampshire
$344K
CFO
1982
Collective Family Office
Pennsylvania
$344K
VA
1983
Vident Advisory
Georgia
$343K
OWA
1984
Octavia Wealth Advisors
Ohio
$343K
HAP
1985
Harbor Asset Planning
Massachusetts
$342K
WWA
1986
Wingate Wealth Advisors
Massachusetts
$339K
HIS
1987
Horizon Investment Services
Indiana
$338K
CWA
1988
Clarity Wealth Advisors
California
$338K
DS
1989
DRW Securities
Illinois
$336K
AGP
1990
Aspire Growth Partners
Florida
$335K
MCA
1991
Midwest Capital Advisors
Michigan
$334K
MPI
1992
Mairs & Power Inc
Minnesota
$334K
SCM
1993
Sollinda Capital Management
Florida
$333K
AFP
1994
Ausdal Financial Partners
Iowa
$331K
CNBT
1995
Canandaigua National Bank & Trust
New York
$329K
PWM
1996
Palumbo Wealth Management
New York
$329K
FEG
1997
Fund Evaluation Group
Ohio
$329K
EHC
1998
Everett Harris & Co
California
$328K
CCA
1999
Clarity Capital Advisors
Florida
$326K
DWM
2000
Diversify Wealth Management
Utah
$326K