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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
BL
2001
BFSG LLC
California
$326K
SIM
2002
Sterling Investment Management
Arizona
$325K
OPWM
2003
Oxinas Partners Wealth Management
Indiana
$325K
DP
2004
DDD Partners
Washington
$323K
PCG
2005
Prosperity Consulting Group
Maryland
$323K
WIC
2006
Woodmont Investment Counsel
Tennessee
$323K
PAMG
2007
Patton Albertson Miller Group
Tennessee
$323K
SEP
2008
Southland Equity Partners
Missouri
$322K
RAM
2009
Redmond Asset Management
Virginia
$321K
PP
2010
Patten & Patten
Tennessee
$320K
TW
2011
Towerpoint Wealth
California
$320K
NG
2012
Norden Group
Utah
$320K
T
2013
Tableaux
Massachusetts
$319K
RFA
2014
Rollins Financial Advisors
New York
$318K
SIM
2015
Synergy Investment Management
Florida
$318K
CCA
2016
Checchi Capital Advisers
California
$318K
JWS
2017
Juncture Wealth Strategies
Arizona
$317K
PA
2018
Parkside Advisors
California
$317K
PS
2019
Pinney & Scofield
Massachusetts
$317K
PWS
2020
Peloton Wealth Strategists
Indiana
$317K
LWA
2021
Lifelong Wealth Advisors
Minnesota
$316K
LSA
2022
Lion Street Advisors
Texas
$314K
ORC
2023
O'Rourke & Company
Massachusetts
$313K
AFAS
2024
Acorn Financial Advisory Services
Virginia
$312K
MAG
2025
M3 Advisory Group
Massachusetts
$311K