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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
TLFA
2101
True Link Financial Advisors
California
$270K
DHC
2102
Drum Hill Capital
Connecticut
$269K
DLCIG
2103
D.L. Carlson Investment Group
New Hampshire
$268K
AWM
2104
Aries Wealth Management
Maine
$267K
OFS
2105
OneAscent Financial Services
Alabama
$267K
PAWA
2106
Palo Alto Wealth Advisors
California
$266K
WCG
2107
Weaver Consulting Group
California
$266K
CC
2108
Chicago Capital
Illinois
$265K
BWM
2109
BCGM Wealth Management
Indiana
$264K
AAM
2110
Augustine Asset Management
Florida
$263K
BWM
2111
BCS Wealth Management
Tennessee
$263K
RA
2112
Rockingstone Advisors
Massachusetts
$263K
CWM
2113
Copia Wealth Management
Oregon
$263K
IAG
2114
Investmark Advisory Group
Connecticut
$262K
CK
2115
Cohen Klingenstein
New York
$262K
DI
2116
DDFG Inc
California
$262K
WC
2117
Weil Company
California
$262K
SWM
2118
Sterling Wealth Management
Illinois
$262K
SLG
2119
Stanley-Laman Group
Pennsylvania
$261K
GC
2120
GFG Capital
Florida
$261K
DCM
2121
Davidson Capital Management
Texas
$261K
BZWA
2122
Blue Zone Wealth Advisors
California
$259K
SCM
2123
Seascape Capital Management
New Hampshire
$259K
FC
2124
Forte Capital
New York
$259K
RWM
2125
Revisor Wealth Management
Ohio
$259K