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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 %
IWM
2626
Integris Wealth Management
California
-$201K -1,743 Closed
TAM
2627
Tealwood Asset Management
Minnesota
-$201K -1,741 Closed
EFP
2628
EnRich Financial Partners
Wisconsin
-$188K -1,633 Closed
RFW
2629
Rainier Family Wealth
Washington
-$185K -1,603 Closed
FA
2630
Fedenia Advisers
Wisconsin
-$170K -1,472 Closed
CJ
2631
Caitlin John
Michigan
-$133K -1,158 Closed
PCWA
2632
Pacific Capital Wealth Advisors
California
-$131K -1,135 Closed
EBA
2633
Eagle Bay Advisors
New York
-$105K -911 Closed
MFG
2634
Menard Financial Group
Texas
-$96.9K -841 Closed
BPAMU
2635
BTG Pactual Asset Management US
New York
-$75.2K -705 Closed
FWM
2636
FLP Wealth Management
Arkansas
-$70.1K -608 Closed
EF
2637
Empowered Funds
Pennsylvania
-$70.1K -608 Closed
DP
2638
Denver PWM
Colorado
-$65.1K -565 Closed
CYG
2639
Clean Yield Group
Vermont
-$63.4K -550 Closed
EPW
2640
Endeavor Private Wealth
Kansas
-$47.4K -411 Closed
CP
2641
Castleview Partners
Texas
-$30.5K -265 Closed
FLP
2642
Financial Life Planners
Arizona
-$25.5K -222 Closed
FIA
2643
FPC Investment Advisory
California
-$20.7K -175 Closed
MRP
2644
Measured Risk Portfolios
California
-$19.1K -166 Closed
RF
2645
Roxbury Financial
New Jersey
-$17.5K -138 Closed
NWWA
2646
New Wave Wealth Advisors
Arkansas
-$15.6K -135 Closed
LFA
2647
Legend Financial Advisors
Pennsylvania
-$15K -130 Closed
CCM
2648
Chilton Capital Management
Texas
-$9.91K -86 Closed
LJHT
2649
Laurie J. Hall Trustee
-$9K -75 Closed
GP
2650
Greenline Partners
New York
-$8.53K -74 Closed