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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 %
NC
376
NewSquare Capital
Pennsylvania
$15.5M +$389K +3,808 +3%
PSIWM
377
Paradigm Strategies in Wealth Management
Minnesota
$15.3M -$208K -1,987 -1%
AF
378
Apexium Financial
Texas
$15.1M -$359K -3,433 -2%
CA
379
Capital Advantage
California
$15.1M
HI
380
Human Investing
Oregon
$15M +$699K +6,687 +5%
LIA
381
LBMC Investment Advisors
Tennessee
$15M -$1.07M -10,253 -7%
Allspring Global Investments
382
Allspring Global Investments
North Carolina
$15M +$57.6K +550 +0.4%
LGWM
383
Litman Gregory Wealth Management
California
$15M -$8.67M -82,864 -37%
WSFS
384
Wilmington Savings Fund Society
Delaware
$14.9M +$704K +6,728 +5%
FA
385
Flagstar Advisors
New York
$14.9M -$94.8K -907 -0.6%
FMWA
386
Forvis Mazars Wealth Advisors
Missouri
$14.7M -$212K -2,029 -1%
SBH
387
Segall Bryant & Hamill
Illinois
$14.7M +$3.55M +33,916 +32%
FA
388
Fiducient Advisors
Illinois
$14.7M +$872K +8,340 +6%
HIG
389
Heritage Investment Group
Florida
$14.7M +$973K +9,304 +7%
LP
390
LGL Partners
Pennsylvania
$14.6M -$1.33M -12,717 -8%
BB
391
Bell Bank
North Dakota
$14.5M +$14.5M +138,411 New
GPA
392
Guidance Point Advisors
Massachusetts
$14.5M -$287K -2,747 -2%
LPAM
393
Lodestar Private Asset Management
California
$14.3M +$411K +3,934 +3%
ETC
394
Exchange Traded Concepts
Oklahoma
$14.3M +$2.76M +26,361 +24%
EWA
395
Encompass Wealth Advisors
Oregon
$14.2M +$456K +4,364 +3%
GWM
396
Geneos Wealth Management
Colorado
$14.2M +$7.99M +76,372 +128%
BNP Paribas Financial Markets
397
BNP Paribas Financial Markets
France
$14.2M +$45.4K +434 +0.3%
BCI
398
Brinker Capital Investments
Pennsylvania
$14.1M +$261K +2,494 +2%
OPS
399
Orion Portfolio Solutions
Nebraska
$14.1M +$261K +2,494 +2%
State of Tennessee, Department of Treasury
400
State of Tennessee, Department of Treasury
Tennessee
$14.1M +$14.1M +135,161 New