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