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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
HBW
2351
Hazlett, Burt & Watson
West Virginia
$70K
MJRIC
2352
Mogy Joel R Investment Counsel
California
$69.7K
BDPWM
2353
Barnes Dennig Private Wealth Management
Ohio
$69.7K
FWA
2354
Flagship Wealth Advisors
Massachusetts
$69.4K
EPAM
2355
Evelyn Partners Asset Management
$69.4K
CFG
2356
Chapman Financial Group
Hawaii
$68.6K
AEPWM
2357
Atlantic Edge Private Wealth Management
Florida
$67.3K
RFG
2358
REAP Financial Group
Texas
$66.1K
WAG
2359
Windsor Advisory Group
Ohio
$64.4K
FWM
2360
FSA Wealth Management
Massachusetts
$62.3K
HWP
2361
Highline Wealth Partners
California
$59.7K
BMC
2362
Bear Mountain Capital
Washington
$59.6K
WBC
2363
West Branch Capital
Massachusetts
$59K
NFSG
2364
Newbridge Financial Services Group
Florida
$57.6K
MAS
2365
MPWM Advisory Solutions
Georgia
$55.8K
W
2366
WealthCollab
Washington
$54.9K
MWA
2367
Moser Wealth Advisors
Washington
$54.6K
FC
2368
Fairscale Capital
New Hampshire
$54.6K
WAS
2369
Winch Advisory Services
Wisconsin
$54.3K
CICI
2370
Capital Investment Counsel Inc
North Carolina
$54.2K
CFS
2371
Compass Financial Services
Iowa
$52.5K
VWA
2372
VSM Wealth Advisory
Maryland
$51.8K
PSFG
2373
Park Square Financial Group
Georgia
$50.9K
QWM
2374
Quaker Wealth Management
New Jersey
$49.4K
EA
2375
Evolution Advisers
Virginia
$48K