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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
PP
2201
PDS Planning
Ohio
$225K
FP
2202
Fiduciary Planning
Florida
$224K
LAM
2203
L2 Asset Management
Massachusetts
$224K
LWA
2204
Lantern Wealth Advisors
New York
$224K
PTP
2205
Platform Technology Partners
New York
$223K
TF
2206
Tenon Financial
New Jersey
$223K
LA
2207
Legacy Advisors
Pennsylvania
$222K
NA
2208
Novus Advisors
South Carolina
$222K
RIP
2209
Reliant Investment Partners
North Carolina
$222K
RDWM
2210
Red Door Wealth Management
Tennessee
$222K
FTUS
2211
Flow Traders U.S.
New York
$221K
HFS
2212
Hughes Financial Services
Virginia
$219K
VCM
2213
Versant Capital Management
Arizona
$218K
HWM
2214
Hemington Wealth Management
Virginia
$218K
SF
2215
Slagle Financial
Illinois
$217K
QP
2216
Quartz Partners
New York
$217K
MCA
2217
Maryland Capital Advisors
Maryland
$216K
CSB
2218
City State Bank
Iowa
$216K
FMTCOCP
2219
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$216K
HWMO
2220
Heritage Wealth Management (Ohio)
Ohio
$215K
SP
2221
Stablepoint Partners
Massachusetts
$215K
CWS
2222
Cypress Wealth Services
California
$215K
ZIG
2223
Zullo Investment Group
Pennsylvania
$215K
BWP
2224
Bernardo Wealth Planning
Pennsylvania
$214K
LA
2225
LM Advisors
California
$214K