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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
Group One Trading
2276
Group One Trading
Illinois
$186K
TPWA
2277
Twin Peaks Wealth Advisors
California
$184K
TWM
2278
Topsail Wealth Management
North Carolina
$183K
GWP
2279
Gen-Wealth Partners
Michigan
$180K
MWM
2280
MGB Wealth Management
Texas
$178K
BA
2281
Ballast Advisors
Minnesota
$175K
IBOK
2282
Independence Bank of Kentucky
Kentucky
$175K
Kayne Anderson Rudnick Investment Management
2283
Kayne Anderson Rudnick Investment Management
California
$173K
RTL
2284
Red Tortoise LLC
Georgia
$169K
JGIA
2285
Jackson Grant Investment Advisers
Connecticut
$168K
AP
2286
Atwood & Palmer
Missouri
$164K
CIA
2287
Cape Investment Advisory
Georgia
$161K
HT
2288
Headlands Technologies
Illinois
$160K
WWM
2289
Wagner Wealth Management
South Carolina
$157K
CFS
2290
CGC Financial Services
Oregon
$147K
LWMI
2291
Legacy Wealth Management (Idaho)
Idaho
$145K
LIS
2292
Legacy Investment Solutions
Idaho
$145K
LC
2293
Lavaca Capital
Texas
$144K
HB
2294
Horizon Bancorp
Indiana
$144K
Fuller & Thaler Asset Management
2295
Fuller & Thaler Asset Management
California
$141K
CCMI
2296
Creative Capital Management Investments
California
$139K
GIP
2297
Granite Investment Partners
California
$139K
RIA
2298
Realta Investment Advisors
Delaware
$137K
ICM
2299
Islay Capital Management
Texas
$135K
OIA
2300
Optimum Investment Advisors
Illinois
$134K