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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 %
CA
451
Crewe Advisors
Utah
$12M +$1.17M +11,212 +11%
EFG
452
Embree Financial Group
Illinois
$11.9M -$1.04M -9,983 -8%
JWBC
453
John W. Brooker & Co
California
$11.9M -$92.1K -881 -0.8%
VBFG
454
Vishria Bird Financial Group
Tennessee
$11.9M -$253K -2,423 -2%
ECM
455
Evergreen Capital Management
Washington
$11.8M +$564K +5,394 +5%
HFRG
456
Houlihan Financial Resource Group
Virginia
$11.7M -$374K -3,576 -3%
WA
457
Waverly Advisors
Alabama
$11.7M +$4.36M +41,718 +59%
LS
458
Liquid Strategies
Georgia
$11.7M +$1.52M +14,548 +15%
FCBT
459
First Citizens Bank & Trust
North Carolina
$11.6M -$386K -3,694 -3%
KPWS
460
Kestra Private Wealth Services
Texas
$11.6M +$502K +4,797 +5%
CFFNO
461
Common Fund For Nonprofit Organizations
Connecticut
$11.6M +$34.9K +334 +0.3%
PFA
462
Pathway Financial Advisors
Vermont
$11.5M +$2.63M +25,106 +30%
IF
463
Ironwood Financial
Arizona
$11.4M +$37.6K +360 +0.3%
NPF
464
Norris Perne & French
Michigan
$11.4M -$39.6K -379 -0.3%
ACA
465
Aptus Capital Advisors
Alabama
$11.4M +$2.79M +26,652 +32%
Public Sector Pension Investment Board (PSP Investments)
466
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.3M -$15.6M -149,167 -58%
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$11.1M +$2.74M +26,239 +33%
SFC
468
Sprinkle Financial Consultants
Colorado
$11.1M +$996K +9,527 +10%
SL
469
Salomon & Ludwin
Virginia
$11.1M -$138K -1,322 -1%
EFS
470
Econ Financial Services
Pennsylvania
$11M +$3.09M +29,536 +39%
TAM
471
Titleist Asset Management
Texas
$11M +$4.81M +45,969 +77%
PAM
472
Peninsula Asset Management
Florida
$11M -$207K -1,981 -2%
CWM
473
Cranbrook Wealth Management
Michigan
$10.9M +$431K +4,126 +4%
BS
474
Banco Santander
Spain
$10.9M -$1.11M -10,570 -9%
MIG
475
McGuire Investment Group
Rhode Island
$10.9M +$246K +2,353 +2%