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