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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
HNW
2276
High Note Wealth
Minnesota
$186K
Group One Trading
2277
Group One Trading
Illinois
$186K
TPWA
2278
Twin Peaks Wealth Advisors
California
$184K
TWM
2279
Topsail Wealth Management
North Carolina
$183K
GWP
2280
Gen-Wealth Partners
Michigan
$180K
MWM
2281
MGB Wealth Management
Texas
$178K
BA
2282
Ballast Advisors
Minnesota
$175K
IBOK
2283
Independence Bank of Kentucky
Kentucky
$175K
Kayne Anderson Rudnick Investment Management
2284
Kayne Anderson Rudnick Investment Management
California
$173K
RTL
2285
Red Tortoise LLC
Georgia
$169K
JGIA
2286
Jackson Grant Investment Advisers
Connecticut
$168K
AP
2287
Atwood & Palmer
Missouri
$164K
CIA
2288
Cape Investment Advisory
Georgia
$161K
HT
2289
Headlands Technologies
Illinois
$160K
WWM
2290
Wagner Wealth Management
South Carolina
$157K
CFS
2291
CGC Financial Services
Oregon
$147K
LWMI
2292
Legacy Wealth Management (Idaho)
Idaho
$145K
LIS
2293
Legacy Investment Solutions
Idaho
$145K
LC
2294
Lavaca Capital
Texas
$144K
HB
2295
Horizon Bancorp
Indiana
$144K
Fuller & Thaler Asset Management
2296
Fuller & Thaler Asset Management
California
$141K
CCMI
2297
Creative Capital Management Investments
California
$139K
GIP
2298
Granite Investment Partners
California
$139K
RIA
2299
Realta Investment Advisors
Delaware
$137K
ICM
2300
Islay Capital Management
Texas
$135K