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