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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
MAG
2026
M3 Advisory Group
Massachusetts
$311K
GSIAS
2027
Garden State Investment Advisory Services
New Jersey
$311K
WB
2028
Webster Bank
Connecticut
$310K
TC
2029
Trust Company
Kansas
$310K
SMH
2030
Sanders Morris Harris
Texas
$310K
IIL
2031
Insight Inv LLC
California
$309K
FDCP
2032
Foster Dykema Cabot & Partners
Massachusetts
$307K
SHGA
2033
Sand Hill Global Advisors
California
$307K
EP
2034
EPIQ Partners
Minnesota
$306K
FWI
2035
Facet Wealth Inc
Maryland
$306K
ACIM
2036
Azimuth Capital Investment Management
Michigan
$305K
HFO
2037
Heritage Family Offices
Arizona
$305K
AFA
2038
AA Financial Advisors
Ohio
$305K
AIC
2039
Allodium Investment Consultants
Minnesota
$305K
PCS
2040
Private Client Services
Kentucky
$304K
SFG
2041
SNS Financial Group
Minnesota
$303K
NCG
2042
Newport Capital Group
New Jersey
$303K
RIL
2043
Rothschild Investment LLC
Illinois
$303K
WRPWM
2044
Werba Rubin Papier Wealth Management
California
$303K
VPF
2045
Vantage Point Financial
Illinois
$302K
OWA
2046
Opal Wealth Advisors
New York
$302K
ML
2047
Mayport LLC
Massachusetts
$302K
LWP
2048
LMG Wealth Partners
Louisiana
$302K
CW
2049
Channel Wealth
California
$302K
WSWA
2050
Warren Street Wealth Advisors
California
$300K