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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 %
CW
2026
Channel Wealth
California
$302K +$302K +2,759 New
WSWA
2027
Warren Street Wealth Advisors
California
$300K +$300K +2,746 New
GL
2028
Gerber LLC
Ohio
$299K
BDFN
2029
Bond & Devick Financial Network
Minnesota
$299K
MMHP
2030
Murphy Middleton Hinkle & Parker
Georgia
$298K
APP
2031
Avantax Planning Partners
Iowa
$297K +$16.4K +150 +6%
SAM
2032
Seelaus Asset Management
New Jersey
$296K -$50.8K -465 -15%
PCMK
2033
Paragon Capital Management (Kansas)
Kansas
$295K
SCM
2034
Stonehearth Capital Management
Massachusetts
$295K -$5.88M -53,764 -95%
RWM
2035
Riverbend Wealth Management
South Carolina
$295K +$33.7K +308 +13%
CFGW
2036
Chancellor Financial Group WB
Pennsylvania
$294K -$1.42K -13 -0.5%
DWM
2037
Dopkins Wealth Management
New York
$294K -$1.2K -11 -0.4%
DWM
2038
Denver Wealth Management
Colorado
$294K +$7.98K +73 +3%
ECA
2039
Elevated Capital Advisors
Utah
$294K
IWC
2040
Infinity Wealth Counsel
Ohio
$293K
NWAG
2041
Net Worth Advisory Group
Utah
$292K +$292K +2,673 New
CWP
2042
Core Wealth Partners
California
$291K
BWA
2043
Blodgett Wealth Advisors
California
$291K -$6.56K -60 -2%
FAN
2044
Financial Advisors Network
California
$291K -$36K -329 -11%
RCM
2045
Radnor Capital Management
Pennsylvania
$290K +$4.37K +40 +2%
TRIA
2046
Trail Ridge Investment Advisors
Colorado
$289K -$8.6K -78 -3%
CAG
2047
Curtis Advisory Group
California
$289K
GWS
2048
Glassman Wealth Services
Virginia
$288K -$16.3K -149 -5%
PAA
2049
Peregrine Asset Advisers
Oregon
$288K +$2.95K +27 +1%
SFS
2050
Stiles Financial Services
Minnesota
$287K -$4.15K -38 -1%