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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
MM
2326
Main Management
California
$99K
EPIME
2327
Evelyn Partners Investment Management (Europe)
$98.4K
PFG
2328
Premier Financial Group
California
$95.4K
POIA
2329
Pin Oak Investment Advisors
Texas
$95K
PP
2330
Pacifica Partners
Canada
$94.7K
HHGA
2331
Halbert Hargrove Global Advisors
California
$94.1K
CAWM
2332
Capital A Wealth Management
Pennsylvania
$91.7K
SHIM
2333
Stone House Investment Management
Pennsylvania
$91K
MBFW
2334
Morton Brown Family Wealth
Pennsylvania
$90.1K
RFA
2335
Reyes Financial Architecture
California
$90.1K
BFP
2336
Briaud Financial Planning
Texas
$90K
WTFG
2337
Wood Tarver Financial Group
Idaho
$87K
DPW
2338
DiNuzzo Private Wealth
Pennsylvania
$85.2K
JFG
2339
JDM Financial Group
Texas
$83.3K
T
2340
Transce3nd
Texas
$81.3K
BCV
2341
Banque Cantonale Vaudoise
Switzerland
$81K
GWM
2342
Gitterman Wealth Management
New Jersey
$78.7K
EWA
2343
Elevate Wealth Advisory
Georgia
$78.1K
LI
2344
LRI Investments
Florida
$77.7K
NRWA
2345
North Ridge Wealth Advisors
Oregon
$76.5K
GA
2346
GoalVest Advisory
New York
$76.4K
GWSA
2347
Global Wealth Strategies & Associates
Colorado
$75.4K
BTD
2348
BankPlus Trust Department
Mississippi
$74.1K
NRG
2349
Nemes Rush Group
Michigan
$73.7K
FIM
2350
FWL Investment Management
Texas
$71.7K