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