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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 %
NA
476
Nestegg Advisors
New York
$10.9M -$137K -1,309 -1%
Prudential Financial
477
Prudential Financial
New Jersey
$10.8M +$899K +8,600 +9%
SC
478
Sapient Capital
Indiana
$10.7M +$1.03M +9,844 +11%
BAM
479
Belpointe Asset Management
Nevada
$10.7M +$9.36M +89,504 +702%
TIM
480
Tortoise Investment Management
New York
$10.7M +$803K +7,681 +8%
EWM
481
Evermay Wealth Management
Virginia
$10.6M -$374K -3,575 -3%
TFO
482
Tarbox Family Office
California
$10.5M +$147K +1,408 +1%
FHA
483
First Horizon Advisors
Tennessee
$10.5M +$9.31K +89 +0.1%
VFPW
484
Vantage Financial Partners (Wisconsin)
Wisconsin
$10.5M +$1.57K +15 +0%
Legal & General Group
485
Legal & General Group
United Kingdom
$10.4M -$27.1M -259,331 -72%
CAG
486
Crestwood Advisors Group
Massachusetts
$10.4M -$974K -9,315 -9%
SDWMA
487
Schneider Downs Wealth Management Advisors
Pennsylvania
$10.4M +$1.62M +15,457 +18%
BSAM
488
Blue Square Asset Management
New York
$10.4M -$3.75M -35,872 -27%
PHAM
489
Palisades Hudson Asset Management
Florida
$10.3M -$548K -5,245 -5%
TCM
490
Towercrest Capital Management
Pennsylvania
$10.3M -$3.38M -32,364 -25%
FG
491
Fiduciary Group
Georgia
$10.3M -$209K -1,998 -2%
WF
492
Welch & Forbes
Massachusetts
$10.3M +$4.7M +44,940 +84%
EWM
493
Empirical Wealth Management
Washington
$10.3M +$586K +5,607 +6%
MWM
494
Marietta Wealth Management
Georgia
$10.2M -$5.42M -51,855 -35%
MFG
495
Merit Financial Group
Georgia
$10.2M -$178K -1,704 -2%
GSIS
496
Global Strategic Investment Solutions
Arizona
$10.2M -$28.9K -276 -0.3%
LRWA
497
Long Run Wealth Advisors
New York
$10.2M +$1.06M +10,112 +12%
CL
498
Choreo LLC
Illinois
$10.2M +$152K +1,455 +2%
IWM
499
Inlight Wealth Management
Georgia
$10.2M +$467K +5,668 +5%
GAM
500
Gotham Asset Management
New York
$10.2M +$2.03M +19,391 +25%