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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 %
LGA
301
Lebenthal Global Advisors
New York
$19.8M -$5.64M -53,962 -22%
TCOV
302
Trust Company of Vermont
Vermont
$19.8M +$1.19M +11,354 +6%
KWMG
303
King Wealth Management Group
Florida
$19.8M +$226K +2,162 +1%
FWA
304
FORM Wealth Advisors
Wisconsin
$19.6M +$19.6M +187,449 New
LFS
305
Lutz Financial Services
Nebraska
$19.5M -$46.6K -446 -0.2%
GIA
306
Gladstone Institutional Advisory
Florida
$19.5M +$1.36M +13,002 +7%
XF
307
XML Financial
Maryland
$19.4M +$3.26M +31,168 +20%
PFP
308
Pinnacle Financial Partners
Tennessee
$19.4M +$699K +6,680 +4%
MIA
309
MainStreet Investment Advisors
Illinois
$19.4M -$761K -7,277 -4%
CA
310
Cornerstone Advisory
Maryland
$19.3M -$2.04M -20,062 -10%
CGA
311
Crescent Grove Advisors
Illinois
$19.3M -$236K -2,260 -1%
CA
312
CoreCap Advisors
Michigan
$19.2M +$5.9M +56,452 +44%
RFP
313
Roth Financial Partners
Texas
$19.2M +$355K +3,399 +2%
SPC
314
Sigma Planning Corp
Michigan
$19.1M -$1.79M -17,120 -9%
HSBC Holdings
315
HSBC Holdings
United Kingdom
$19.1M +$9.32M +89,100 +95%
OPWM
316
Oakwell Private Wealth Management
Texas
$19M +$967K +9,248 +5%
BFPW
317
BOK Financial Private Wealth
Colorado
$18.7M -$2.32M -22,141 -11%
AWM
318
Apollon Wealth Management
South Carolina
$18.7M -$155K -1,483 -0.8%
BFG
319
Bleakley Financial Group
New Jersey
$18.6M +$206K +1,969 +1%
SC
320
SouthState Corp
Florida
$18.6M +$11.8M +112,608 +174%
ST
321
Sageworth Trust
Pennsylvania
$18.5M -$143K -1,367 -0.8%
CRC
322
Curi RMB Capital
Illinois
$18.4M -$7.15M -68,423 -28%
ISB
323
Iowa State Bank
Iowa
$18.4M +$5.41M +51,757 +42%
IWC
324
Integrated Wealth Concepts
Massachusetts
$18.3M +$353K +3,374 +2%
ST
325
Smithfield Trust
Pennsylvania
$18.2M +$660K +6,314 +4%