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iShares Core S&P Small-Cap ETF

2,455 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,455
Holders Change
-40
Holders Change %
-1.6%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
141
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M
Name Holding Trade Value Shares
Change
Shares
Change %
NEWAS
2401
N.E.W. Advisory Services
Wisconsin
$16.7K -$12.5K -114 -43%
NMG
2402
New Millennium Group
Utah
$16.4K
BCM
2403
Boreal Capital Management
Florida
$16.4K +$16.4K +150 New
MSFP
2404
Mark Sheptoff Financial Planning
Connecticut
$16.1K
FFA
2405
Frazier Financial Advisors
Ohio
$16K +$3.27K +30 +26%
KFO
2406
Kopp Family Office
Minnesota
$15.4K
PWS
2407
Peterson Wealth Services
Utah
$15.3K
HFS
2408
Hantz Financial Services
Michigan
$15K +$7.99K +73 +114%
VWWMG
2409
Vermillion & White Wealth Management Group
Pennsylvania
$14.9K
BIM
2410
Breakwater Investment Management
Washington
$14.9K
LFA
2411
Legend Financial Advisors
Pennsylvania
$14.2K +$14.2K +130 New
RCM
2412
Raleigh Capital Management
North Carolina
$13.8K -$2.61K -24 -16%
FGC
2413
Financial Gravity Companies
Texas
$13.5K +$13.5K +123 New
ACA
2414
Atlas Capital Advisors
Wyoming
$12.3K -$14.9K -136 -55%
BPAMU
2415
BTG Pactual Asset Management US
New York
$11.8K +$11.8K +108 New
WA
2416
WPG Advisers
Maryland
$11.6K +$3.39K +31 +41%
APW
2417
Atlantic Private Wealth
North Carolina
$11.3K +$876 +8 +8%
TIM
2418
Total Investment Management
Arizona
$11.3K +$11.3K +103 New
FUBT
2419
First United Bank & Trust
Maryland
$10.4K
PAIM
2420
Punch & Associates Investment Management
Minnesota
$10.2K
PP
2421
PFS Partners
New Jersey
$9.47K +$109 +1 +1%
AWM
2422
AllSquare Wealth Management
New York
$9.4K
RMC
2423
Resources Management Corp
Connecticut
$9K
KPP
2424
Kings Path Partners
Texas
$8.96K -$12K -110 -57%
YAL
2425
Your Advocates Ltd
Texas
$8.96K -$3.17K -29 -26%