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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 %
SCA
401
Southern Capital Advisors
Tennessee
$14.1M +$2.17M +20,746 +18%
CSP
402
Cary Street Partners
Virginia
$14.1M +$1.33M +12,682 +10%
PMG
403
ProVise Management Group
Florida
$14.1M +$55.7K +533 +0.4%
Principal Financial Group
404
Principal Financial Group
Iowa
$14M -$2.29M -21,868 -14%
GC
405
Grimes & Company
Massachusetts
$14M -$261K -2,498 -2%
LC
406
LTG Capital
Massachusetts
$13.9M +$91.1K +871 +0.7%
DCM
407
Dimension Capital Management
Florida
$13.9M +$1.8M +17,244 +15%
HR
408
Hardy Reed
Mississippi
$13.8M +$12K +115 +0.1%
FF
409
Francis Financial
$13.7M +$598K +5,716 +5%
Manulife (Manufacturers Life Insurance)
410
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.7M +$416K +3,975 +3%
FWA
411
FSM Wealth Advisors
Ohio
$13.6M +$211K +2,021 +2%
OPPS
412
Obsidian Personal Planning Solutions
Maryland
$13.6M +$434K +4,337 +3%
BMM
413
Buffington Mohr McNeal
Idaho
$13.6M +$13.3M +126,718 +4,334%
CA
414
Centerpoint Advisors
Massachusetts
$13.5M +$837K +8,002 +7%
MSA
415
Marino Stram & Associates
Massachusetts
$13.5M -$311K -2,978 -2%
BWP
416
Burling Wealth Partners
Illinois
$13.5M -$323K -3,089 -2%
DWM
417
Dakota Wealth Management
Florida
$13.4M -$768K -7,343 -5%
ET
418
Equitable Trust
Tennessee
$13.4M +$662K +6,331 +5%
PG
419
Proffitt & Goodson
Tennessee
$13.4M -$2.54M -24,300 -16%
AGA
420
Arkos Global Advisors
Texas
$13.3M +$345K +3,297 +3%
VVP
421
Venture Visionary Partners
Ohio
$13.3M -$158K -1,512 -1%
CIA
422
Concurrent Investment Advisors
Florida
$13.2M -$2.61M -24,962 -17%
VFG
423
Victory Financial Group
Texas
$13.1M +$7.91M +76,369 +152%
B
424
Bailard
California
$13.1M +$264K +2,520 +2%
AWA
425
Arkadios Wealth Advisors
Georgia
$13.1M +$5.56M +53,185 +74%