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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
DWM
2301
Darwin Wealth Management
Florida
$131K
GTAM
2302
Global Trust Asset Management
Florida
$131K
RFA
2303
Register Financial Advisors
Georgia
$124K
SFC
2304
SYM Financial Corp
Indiana
$124K
BHWM
2305
Beaird Harris Wealth Management
Texas
$121K
AT
2306
Avalon Trust
New Mexico
$121K
SC
2307
Stephens Consulting
Michigan
$119K
MFA
2308
Morling Financial Advisors
California
$119K
NC
2309
North Capital
Utah
$119K
EK
2310
Evensky & Katz
Florida
$117K
AA
2311
Addison Advisors
Vermont
$115K
LWA
2312
Lowe Wealth Advisors
Maryland
$113K
CCG
2313
Ceeto Capital Group
Florida
$113K
MSWA
2314
Marshall & Sterling Wealth Advisors
New York
$112K
HWA
2315
HHM Wealth Advisors
Tennessee
$112K
LCM
2316
Logan Capital Management
Pennsylvania
$109K
CFP
2317
Comprehensive Financial Planning
Pennsylvania
$106K
MIM
2318
MTM Investment Management
South Carolina
$105K
AIA
2319
Armor Investment Advisors
North Carolina
$105K
APW
2320
Acima Private Wealth
Virginia
$104K
OSNBOA
2321
Old Second National Bank of Aurora
Illinois
$101K
IWA
2322
Icon Wealth Advisors
Texas
$101K
DCM
2323
Disciplina Capital Management
Tennessee
$100K
AGWCA
2324
Annis Gardner Whiting Capital Advisors
Florida
$100K
WPA
2325
Wealth Preservation Advisors
Tennessee
$99.3K