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