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iShares Core S&P Small-Cap ETF

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
2151
Pegasus Asset Management
New York
$236K -$103K -945 -30%
NWA
2152
Navis Wealth Advisors
New York
$235K +$109 +1 +0%
MHR
2153
Matthew Hamilton Rosenberg
$235K -$28.3K -259 -11%
PCA
2154
Purkiss Capital Advisors
Connecticut
$235K +$235K +2,151 New
Fayez Sarofim & Co
2155
Fayez Sarofim & Co
Texas
$235K
CF
2156
Claris Financial
Virginia
$234K -$58.7K -537 -20%
SAW
2157
Signal Advisors Wealth
Michigan
$234K -$284K -2,598 -55%
DWM
2158
Dogwood Wealth Management
Kansas
$233K +$9.97K +89 +4%
SA
2159
SRH Advisors
Kansas
$233K
EWM
2160
Elevatus Welath Management
New York
$232K -$139K -1,274 -38%
AWMG
2161
ADG Wealth Management Group
Louisiana
$232K -$5.85M -53,493 -96%
ANB
2162
Amarillo National Bank
Texas
$232K
CAM
2163
CPA Asset Management
Florida
$231K
BPCE
2164
Bank Pictet & Cie (Europe)
Germany
$231K
HBCM
2165
Heron Bay Capital Management
Michigan
$230K -$9.76M -89,332 -98%
HFS
2166
Heritage Financial Services
Massachusetts
$230K +$1.31K +12 +0.6%
IIA
2167
ICW Investment Advisors
Arizona
$230K -$2.08K -19 -0.9%
CPA
2168
Compass Planning Associates
Massachusetts
$230K +$43.7K +400 +23%
FPWM
2169
FSB Premier Wealth Management
Iowa
$229K +$229K +2,099 New
LWM
2170
LongView Wealth Management
Georgia
$229K -$63.1K -577 -22%
JIR
2171
James Investment Research
Ohio
$228K -$882K -8,066 -79%
KFA
2172
Kapstone Financial Advisors
Ohio
$228K
ACS
2173
Archford Capital Strategies
Illinois
$228K -$362K -3,311 -61%
GFA
2174
Gallagher Fiduciary Advisors
Illinois
$227K -$2.73K -25 -1%
EA
2175
Eclectic Associates
California
$226K