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iShares Core S&P Small-Cap ETF

2,455 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 141 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,455
Holders Change
-40
Holders Change %
-1.6%
% 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
141
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 %
BWP
2201
Bernardo Wealth Planning
Pennsylvania
$214K -$23.3K -213 -10%
LA
2202
LM Advisors
California
$214K
GIA
2203
Goodwin Investment Advisory
Georgia
$214K -$328 -3 -0.2%
KNW
2204
Kesler Norman & Wride
Utah
$214K +$214K +1,957 New
LF
2205
LifePlan Financial
Minnesota
$213K +$213K +1,948 New
JLBC
2206
J.L. Bainbridge & Co
Florida
$213K
4WM
2207
4J Wealth Management
Virginia
$213K -$37.2K -340 -15%
SWGC
2208
Summit Wealth Group (Colorado)
Colorado
$212K +$212K +1,942 New
AWP
2209
Ascent Wealth Partners
New York
$212K -$31.1K -285 -13%
TCOTS
2210
Trust Company of the South
North Carolina
$212K
BEC
2211
Blue Edge Capital
Virginia
$212K -$3.72K -34 -2%
FC
2212
FCA Corp
Texas
$211K
VWA
2213
Valued Wealth Advisors
Utah
$210K +$1.31K +12 +0.6%
FI
2214
Financial Insights
Washington
$209K +$209K +1,912 New
CCG
2215
Catalina Capital Group
California
$208K -$8.09K -74 -4%
WQ
2216
Wealth Quarterback
New Jersey
$208K -$94.9K -868 -31%
BFC
2217
Blue Fin Capital
Rhode Island
$208K +$208K +1,900 New
NWM
2218
Northwest Wealth Management
Iowa
$208K +$208K +1,899 New
OHIS
2219
Oak Harvest Investment Services
Texas
$207K +$207K +1,892 New
KCP
2220
Kera Capital Partners
California
$206K +$206K +1,887 New
PWS
2221
Proactive Wealth Strategies
Georgia
$206K +$206K +1,885 New
NIM
2222
Nicollet Investment Management
Minnesota
$206K +$206K +1,885 New
JSA
2223
Jim Saulnier & Associates
Colorado
$206K +$206K +1,882 New
PSB
2224
Piscataqua Savings Bank
New Hampshire
$205K +$107K +983 +111%
LB
2225
Legacy Bridge
Iowa
$204K