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iShares Core S&P Small-Cap ETF

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M
Name Holding Trade Value Shares
Change
Shares
Change %
EHC
1976
Everett Harris & Co
California
$328K -$32.1K -294 -9%
CCA
1977
Clarity Capital Advisors
Florida
$326K +$1.2K +11 +0.4%
DWM
1978
Diversify Wealth Management
Utah
$326K -$28K -245 -8%
BWP
1979
Baldwin Wealth Partners
Massachusetts
$326K
BL
1980
BFSG LLC
California
$326K +$8.74K +80 +3%
SIM
1981
Sterling Investment Management
Arizona
$325K -$12.6K -115 -4%
OPWM
1982
Oxinas Partners Wealth Management
Indiana
$325K -$9.51K -87 -3%
DP
1983
DDD Partners
Washington
$323K
PCG
1984
Prosperity Consulting Group
Maryland
$323K -$983 -9 -0.3%
WIC
1985
Woodmont Investment Counsel
Tennessee
$323K -$14K -128 -4%
PAMG
1986
Patton Albertson Miller Group
Tennessee
$323K -$67.8K -620 -17%
SEP
1987
Southland Equity Partners
Missouri
$322K -$6.01K -55 -2%
RAM
1988
Redmond Asset Management
Virginia
$321K -$91.3K -835 -22%
PP
1989
Patten & Patten
Tennessee
$320K -$6.45K -59 -2%
TW
1990
Towerpoint Wealth
California
$320K +$57.7K +528 +22%
NG
1991
Norden Group
Utah
$320K +$5.68K +52 +2%
RFA
1992
Rollins Financial Advisors
New York
$318K +$64.6K +591 +25%
SIM
1993
Synergy Investment Management
Florida
$318K -$1.86K -17 -0.6%
CCA
1994
Checchi Capital Advisers
California
$318K
JWS
1995
Juncture Wealth Strategies
Arizona
$317K -$78.5K -718 -20%
PA
1996
Parkside Advisors
California
$317K +$26.3K +241 +9%
PS
1997
Pinney & Scofield
Massachusetts
$317K
PWS
1998
Peloton Wealth Strategists
Indiana
$317K -$43.7K -400 -12%
LWA
1999
Lifelong Wealth Advisors
Minnesota
$316K -$4.15K -38 -1%
LSA
2000
Lion Street Advisors
Texas
$314K -$263K -2,403 -46%