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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
LA
2226
LM Advisors
California
$214K
GIA
2227
Goodwin Investment Advisory
Georgia
$214K
KNW
2228
Kesler Norman & Wride
Utah
$214K
LF
2229
LifePlan Financial
Minnesota
$213K
JLBC
2230
J.L. Bainbridge & Co
Florida
$213K
4WM
2231
4J Wealth Management
Virginia
$213K
SWGC
2232
Summit Wealth Group (Colorado)
Colorado
$212K
AWP
2233
Ascent Wealth Partners
New York
$212K
TCOTS
2234
Trust Company of the South
North Carolina
$212K
BEC
2235
Blue Edge Capital
Virginia
$212K
FC
2236
FCA Corp
Texas
$211K
VWA
2237
Valued Wealth Advisors
Utah
$210K
FI
2238
Financial Insights
Washington
$209K
CCG
2239
Catalina Capital Group
California
$208K
WQ
2240
Wealth Quarterback
New Jersey
$208K
BFC
2241
Blue Fin Capital
Rhode Island
$208K
NWM
2242
Northwest Wealth Management
Iowa
$208K
OHIS
2243
Oak Harvest Investment Services
Texas
$207K
KCP
2244
Kera Capital Partners
California
$206K
NIM
2245
Nicollet Investment Management
Minnesota
$206K
PWS
2246
Proactive Wealth Strategies
Georgia
$206K
JSA
2247
Jim Saulnier & Associates
Colorado
$206K
PSB
2248
Piscataqua Savings Bank
New Hampshire
$205K
LB
2249
Legacy Bridge
Iowa
$204K
SO
2250
Sierra Ocean
California
$204K