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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
RW
2151
REDW Wealth
New Mexico
$247K
GF
2152
Gimbal Financial
Indiana
$247K
RA
2153
Ruggaard & Associates
Ohio
$246K
PWP
2154
Phillips Wealth Planners
Mississippi
$245K
PP
2155
Patron Partners
Texas
$245K
GC
2156
Guidance Capital
Kentucky
$244K
SCM
2157
Schnieders Capital Management
California
$244K
D
2158
Dentgroup
Louisiana
$244K
MFS
2159
Madrona Financial Services
Washington
$242K
TWP
2160
Tempus Wealth Planning
California
$242K
CB
2161
Chris Bulman
California
$242K
BIG
2162
Brooklyn Investment Group
New York
$241K
PBF
2163
Petix & Botte Financial
California
$241K
RCM
2164
Richardson Capital Management
Wisconsin
$240K
EFG
2165
Everhart Financial Group
Ohio
$239K
BOSSRA
2166
B.O.S.S. Retirement Advisors
Utah
$238K
IWS
2167
Integrity Wealth Solutions
Colorado
$238K
PG
2168
Patten Group
Tennessee
$238K
NHC
2169
Nicholas Hoffman & Company
Georgia
$238K
CCA
2170
Cypress Capital Advisors
Tennessee
$237K
BMC
2171
Beaton Management Company
Massachusetts
$237K
HGWM
2172
Horst & Graben Wealth Management
Oregon
$236K
4A
2173
4Wealth Advisors
Illinois
$236K
MWM
2174
MY Wealth Management
Maryland
$236K
PAM
2175
Pegasus Asset Management
New York
$236K