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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
DHC
2101
Drum Hill Capital
Connecticut
$269K
DLCIG
2102
D.L. Carlson Investment Group
New Hampshire
$268K
AWM
2103
Aries Wealth Management
Maine
$267K
OFS
2104
OneAscent Financial Services
Alabama
$267K
PAWA
2105
Palo Alto Wealth Advisors
California
$266K
WCG
2106
Weaver Consulting Group
California
$266K
CC
2107
Chicago Capital
Illinois
$265K
BWM
2108
BCGM Wealth Management
Indiana
$264K
AAM
2109
Augustine Asset Management
Florida
$263K
BWM
2110
BCS Wealth Management
Tennessee
$263K
RA
2111
Rockingstone Advisors
Massachusetts
$263K
CWM
2112
Copia Wealth Management
Oregon
$263K
IAG
2113
Investmark Advisory Group
Connecticut
$262K
CK
2114
Cohen Klingenstein
New York
$262K
DI
2115
DDFG Inc
California
$262K
WC
2116
Weil Company
California
$262K
SWM
2117
Sterling Wealth Management
Illinois
$262K
SLG
2118
Stanley-Laman Group
Pennsylvania
$261K
GC
2119
GFG Capital
Florida
$261K
DCM
2120
Davidson Capital Management
Texas
$261K
BZWA
2121
Blue Zone Wealth Advisors
California
$259K
SCM
2122
Seascape Capital Management
New Hampshire
$259K
FC
2123
Forte Capital
New York
$259K
RWM
2124
Revisor Wealth Management
Ohio
$259K
OL
2125
one8zero8 LLC
North Carolina
$258K