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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
BDFN
2051
Bond & Devick Financial Network
Minnesota
$299K
MMHP
2052
Murphy Middleton Hinkle & Parker
Georgia
$298K
APP
2053
Avantax Planning Partners
Iowa
$297K
SAM
2054
Seelaus Asset Management
New Jersey
$296K
PCMK
2055
Paragon Capital Management (Kansas)
Kansas
$295K
SCM
2056
Stonehearth Capital Management
Massachusetts
$295K
RWM
2057
Riverbend Wealth Management
South Carolina
$295K
CFGW
2058
Chancellor Financial Group WB
Pennsylvania
$294K
DWM
2059
Dopkins Wealth Management
New York
$294K
DWM
2060
Denver Wealth Management
Colorado
$294K
ECA
2061
Elevated Capital Advisors
Utah
$294K
IWC
2062
Infinity Wealth Counsel
Ohio
$293K
NWAG
2063
Net Worth Advisory Group
Utah
$292K
CWP
2064
Core Wealth Partners
California
$291K
BWA
2065
Blodgett Wealth Advisors
California
$291K
FAN
2066
Financial Advisors Network
California
$291K
RCM
2067
Radnor Capital Management
Pennsylvania
$290K
TRIA
2068
Trail Ridge Investment Advisors
Colorado
$289K
CAG
2069
Curtis Advisory Group
California
$289K
GWS
2070
Glassman Wealth Services
Virginia
$288K
PAA
2071
Peregrine Asset Advisers
Oregon
$288K
SFS
2072
Stiles Financial Services
Minnesota
$287K
CT
2073
Clearstead Trust
Maine
$287K
FA
2074
FF Advisors
California
$287K
SIAG
2075
Signet Investment Advisory Group
Rhode Island
$287K