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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
MHR
2176
Matthew Hamilton Rosenberg
$235K
PCA
2177
Purkiss Capital Advisors
Connecticut
$235K
Fayez Sarofim & Co
2178
Fayez Sarofim & Co
Texas
$235K
CF
2179
Claris Financial
Virginia
$234K
SAW
2180
Signal Advisors Wealth
Michigan
$234K
DWM
2181
Dogwood Wealth Management
Kansas
$233K
SA
2182
SRH Advisors
Kansas
$233K
EWM
2183
Elevatus Welath Management
New York
$232K
AWMG
2184
ADG Wealth Management Group
Louisiana
$232K
ANB
2185
Amarillo National Bank
Texas
$232K
CAM
2186
CPA Asset Management
Florida
$231K
BPCE
2187
Bank Pictet & Cie (Europe)
Germany
$231K
HBCM
2188
Heron Bay Capital Management
Michigan
$230K
HFS
2189
Heritage Financial Services
Massachusetts
$230K
IIA
2190
ICW Investment Advisors
Arizona
$230K
CPA
2191
Compass Planning Associates
Massachusetts
$230K
FPWM
2192
FSB Premier Wealth Management
Iowa
$229K
LWM
2193
LongView Wealth Management
Georgia
$229K
JIR
2194
James Investment Research
Ohio
$228K
KFA
2195
Kapstone Financial Advisors
Ohio
$228K
ACS
2196
Archford Capital Strategies
Illinois
$228K
GFA
2197
Gallagher Fiduciary Advisors
Illinois
$227K
EA
2198
Eclectic Associates
California
$226K
MFWP
2199
Mosaic Family Wealth Partners
Missouri
$226K
TMWM
2200
Taylor & Morgan Wealth Management
Michigan
$225K