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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 %
HS
251
Horan Securities
United States
$23.9M +$766K +7,326 +3%
Victory Capital Management
252
Victory Capital Management
Texas
$23.8M
WIA
253
World Investment Advisors
California
$23.6M -$105K -1,004 -0.4%
RWB
254
RMR Wealth Builders
New Jersey
$23.6M +$2.47M +23,574 +12%
JAG
255
Journey Advisory Group
Kentucky
$23.5M -$2.85M -27,292 -11%
MP
256
Mangrove Partners
Connecticut
$23.4M
HW
257
Hancock Whitney
Mississippi
$23.3M -$102K -972 -0.4%
RRA
258
Round Rock Advisors
Connecticut
$23M +$1.86M +17,749 +9%
CMA
259
Cedar Mountain Advisors
Oregon
$23M +$272K +2,600 +1%
LBC
260
Lowe Brockenbrough & Co
Virginia
$22.7M +$631K +6,032 +3%
LA
261
Legacy Advisors
Pennsylvania
$22.6M +$1.16M +11,099 +5%
MWP
262
Madison Wealth Partners
Wisconsin
$22.6M +$17.1M +163,653 +314%
MAM
263
Madison Asset Management
Wisconsin
$22.4M +$3.48M +33,276 +18%
CAI
264
Capital Advisors Inc
Oklahoma
$22.4M +$9.59M +91,668 +75%
WPA
265
West Paces Advisors
Georgia
$22.3M -$1.3M -12,405 -5%
SFS
266
Summit Financial Strategies
Ohio
$22.1M +$1.47M +14,015 +7%
RCAG
267
Rehmann Capital Advisory Group
Michigan
$22.1M +$1.61M +15,358 +8%
FFW
268
Fusion Family Wealth
New York
$21.9M +$4.49M +42,891 +26%
SMC
269
Smith, Moore & Co
Missouri
$21.9M +$391K +3,737 +2%
FFS
270
Founders Financial Securities
Maryland
$21.8M -$6.01M -59,947 -22%
HCA
271
Heck Capital Advisors
Wisconsin
$21.8M -$3.83M -36,670 -15%
1SB
272
1ST Source Bank
Indiana
$21.7M -$237K -2,264 -1%
HTIM
273
Harbour Trust & Investment Management
Indiana
$21.7M -$3.27M -31,224 -13%
YIA
274
YHB Investment Advisors
Connecticut
$21.6M +$19.3K +185 +0.1%
CWA
275
CJM Wealth Advisers
Virginia
$21.4M +$144K +1,377 +0.7%