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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
SIAG
2076
Signet Investment Advisory Group
Rhode Island
$287K
WAG
2077
Wallace Advisory Group
California
$287K
IWP
2078
IAG Wealth Partners
Wisconsin
$285K
SQA
2079
Simon Quick Advisors
New Jersey
$284K
SJGA
2080
Stephen J. Garry & Associates
New York
$284K
PWM
2081
Paulson Wealth Management
Illinois
$283K
HSG
2082
Helen Stephens Group
Texas
$282K
KCM
2083
Kendall Capital Management
Maryland
$282K
IC
2084
Iconiq Capital
California
$279K
Loomis, Sayles & Company
2085
Loomis, Sayles & Company
Massachusetts
$279K
PSP
2086
Pacific Sage Partners
Washington
$279K
RIM
2087
Rockbridge Investment Management
New York
$278K
PW
2088
Pandora Wealth
Illinois
$278K
VC
2089
Vestor Capital
Illinois
$278K
PIA
2090
Pollock Investment Advisors
Michigan
$278K
LFA
2091
Legacy Financial Advisors
Kentucky
$276K
BAMG
2092
Brand Asset Management Group
Missouri
$275K
CRI
2093
Colonial River Investments
Virginia
$275K
HPBT
2094
Hickory Point Bank & Trust
Illinois
$274K
CBTWT
2095
Community Bank & Trust (Waco, Texas)
Texas
$272K
GWSG
2096
GPS Wealth Strategies Group
Colorado
$272K
CL
2097
CIM LLC
New York
$272K
EGA
2098
E&G Advisors
Texas
$272K
SCA
2099
Stillwater Capital Advisors
Pennsylvania
$272K
TA
2100
TrueWealth Advisors
Alabama
$272K