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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 %
ORC
2001
O'Rourke & Company
Massachusetts
$313K -$7.43K -68 -2%
AFAS
2002
Acorn Financial Advisory Services
Virginia
$312K
MAG
2003
M3 Advisory Group
Massachusetts
$311K
GSIAS
2004
Garden State Investment Advisory Services
New Jersey
$311K -$21.3K -195 -6%
WB
2005
Webster Bank
Connecticut
$310K
TC
2006
Trust Company
Kansas
$310K -$30.8K -282 -9%
SMH
2007
Sanders Morris Harris
Texas
$310K +$4.37K +40 +1%
IIL
2008
Insight Inv LLC
California
$309K -$5.25K -48 -2%
FDCP
2009
Foster Dykema Cabot & Partners
Massachusetts
$307K -$28.1K -257 -8%
SHGA
2010
Sand Hill Global Advisors
California
$307K -$20.5K -188 -6%
EP
2011
EPIQ Partners
Minnesota
$306K
FWI
2012
Facet Wealth Inc
Maryland
$306K +$10.7K +97 +4%
ACIM
2013
Azimuth Capital Investment Management
Michigan
$305K +$32.9K +301 +12%
HFO
2014
Heritage Family Offices
Arizona
$305K
AFA
2015
AA Financial Advisors
Ohio
$305K -$6.34K -58 -2%
AIC
2016
Allodium Investment Consultants
Minnesota
$305K +$32.8K +300 +12%
PCS
2017
Private Client Services
Kentucky
$304K +$45.3K +414 +17%
SFG
2018
SNS Financial Group
Minnesota
$303K
NCG
2019
Newport Capital Group
New Jersey
$303K -$9.07K -83 -3%
RIL
2020
Rothschild Investment LLC
Illinois
$303K
WRPWM
2021
Werba Rubin Papier Wealth Management
California
$303K +$38.6K +353 +15%
VPF
2022
Vantage Point Financial
Illinois
$302K
OWA
2023
Opal Wealth Advisors
New York
$302K -$909K -8,318 -75%
ML
2024
Mayport LLC
Massachusetts
$302K -$31.9K -292 -10%
LWP
2025
LMG Wealth Partners
Louisiana
$302K +$3.06K +28 +1%