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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
TWM
2251
Tanager Wealth Management
United Kingdom
$204K
HC
2252
Hamilton Capital
Ohio
$204K
NPAN
2253
Northeast Planning Associates NH
New Hampshire
$204K
WLPWM
2254
Walled Lake Planning & Wealth Management
Illinois
$203K
ISFAN
2255
Investor's Fiduciary Advisor Network
Washington
$203K
NSAM
2256
North Star Asset Management
Wisconsin
$202K
MCM
2257
Morton Capital Management
California
$202K
AWM
2258
Arista Wealth Management
Nevada
$202K
WG
2259
Welch Group
Alabama
$201K
MFG
2260
MidWestOne Financial Group
Iowa
$201K
MCCP
2261
Mission Creek Capital Partners
California
$201K
GLA
2262
Great Lakes Advisors
Illinois
$201K
LCG
2263
Lakeshore Capital Group
Illinois
$201K
IP
2264
Investment Partners
Ohio
$201K
HP
2265
Hilltop Partners
Indiana
$200K
MPIA
2266
Milestones Private Investment Advisors
New York
$200K
JC
2267
Jacobs & Co
California
$200K
FFC
2268
First Financial Corp
Indiana
$199K
BCMLT
2269
Beacon Capital Management LLC (Tennessee)
Tennessee
$197K
Schroder Investment Management Group
2270
Schroder Investment Management Group
United Kingdom
$197K
MCM
2271
Manchester Capital Management
Vermont
$197K
FG
2272
Fairman Group
Pennsylvania
$196K
IRAG
2273
Investment Research & Advisory Group
Georgia
$194K
CVM
2274
Cheviot Value Management
California
$188K
HNW
2275
High Note Wealth
Minnesota
$186K