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iShares Core S&P Small-Cap ETF

2,495 hedge funds and large institutions have $57.2B invested in iShares Core S&P Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 1,067 increasing their positions, 1,041 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,495
Holders Change
-103
Holders Change %
-3.96%
% of All Funds
33.89%
Holding in Top 10
323
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-11.51%
% of All Funds
4.39%
New
115
Increased
1,067
Reduced
1,041
Closed
160
Calls
$55.5M
Puts
$39.4M
Net Calls
+$16.1M
Net Calls Change
-$54.6M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
2476
Kozak & Associates
Colorado
$4.82K
AFS
2477
Anderson Financial Strategies
Ohio
$4.6K +$2.3K +22 +100%
TTIC
2478
Tower Trust & Investment Company
Iowa
$4.01K +$4.01K +40 New
AIM
2479
Advyzon Investment Management
Illinois
$3.87K +$3.87K +37 New
CWM
2480
Crowley Wealth Management
Delaware
$3.56K
SC
2481
Swan Capital
Florida
$3.45K +$3.45K +33 New
CJH
2482
Christopher J. Hasenberg
Wisconsin
$3.35K -$839 -8 -20%
PWM
2483
Parkworth Wealth Management
California
$3.14K
TVWM
2484
Tower View Wealth Management
Wisconsin
$2.88K +$103 +1 +4%
EDRH
2485
Edmond de Rothschild Holding
Switzerland
$2.51K
PP
2486
Pingora Partners
Wyoming
$2.41K -$40.4K -386 -94%
HWP
2487
Highline Wealth Partners
California
$2.14K
PMIM
2488
Prudent Man Investment Management
Colorado
$2.07K
HB
2489
Horizon Bancorp
Indiana
$2K
PC
2490
Promus Capital
Illinois
$1.97K
MFG
2491
Mendota Financial Group
Wisconsin
$1.88K
Fuller & Thaler Asset Management
2492
Fuller & Thaler Asset Management
California
$1.82K -$163K -1,524 -99%
IF
2493
Integrity Financial
Wyoming
$1.15K +$1.15K +11 New
1NWS
2494
1 North Wealth Services
Maryland
$941 +$941 +9 New
MAM
2495
Morse Asset Management
Connecticut
$837
RWS
2496
Retirement Wealth Solutions
Wisconsin
$165
KGP
2497
Keystone Global Partners
Colorado
$105 +$105 +1 New
WP
2498
WMS Partners
Maryland
-$43.1M -374,263 Closed
SILC
2499
Starr Indemnity & Liability Company
New York
-$36.9M -320,409 Closed
CVSC
2500
C.V. Starr & Co
New York
-$23.1M -200,120 Closed