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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 %
GWM
501
Global Wealth Management
New Jersey
$10.2M -$368K -3,521 -3%
PGF
502
Plan Group Financial
Oklahoma
$10.1M +$2.91M +27,798 +40%
MOS
503
MGO One Seven
Ohio
$10.1M -$64.8K -620 -0.6%
EFA
504
Evernest Financial Advisors
Indiana
$10.1M -$394K -3,764 -4%
AAS
505
Asset Allocation Strategies
Michigan
$10.1M -$1.14M -10,907 -10%
SWA
506
Sax Wealth Advisors
New Jersey
$10.1M -$530K -5,073 -5%
CWM
507
Cahill Wealth Management
Michigan
$10M +$228K +2,181 +2%
GVAG
508
Great Valley Advisor Group
Delaware
$10M -$612K -5,849 -6%
PPW
509
PACK Private Wealth
Minnesota
$10M +$55.1K +527 +0.6%
HI
510
Harbour Investments
Wisconsin
$9.97M +$317K +3,036 +3%
PA
511
Parallel Advisors
California
$9.94M +$1.77M +16,963 +22%
FCA
512
Fortis Capital Advisors
Kansas
$9.94M +$9.57M +91,508 +2,606%
CG
513
CFO4Life Group
Texas
$9.91M +$71K +679 +0.7%
WWM
514
Waterway Wealth Management
Texas
$9.9M -$362K -3,466 -4%
OA
515
Operose Advisors
Wisconsin
$9.88M +$449K +4,295 +5%
IA
516
IFG Advisory
Georgia
$9.85M +$254K +2,429 +3%
FTS
517
Fifth Third Securities
Ohio
$9.84M +$401K +3,831 +4%
OIS
518
Okabena Investment Services
Minnesota
$9.76M +$661K +6,322 +7%
CCM
519
Condor Capital Management
New Jersey
$9.69M +$186K +1,778 +2%
TWP
520
TFO Wealth Partners
Ohio
$9.69M +$9.69M +92,655 New
PFA
521
Pettinga Financial Advisors
Indiana
$9.63M -$144K -1,373 -1%
BWIA
522
Bryant Woods Investment Advisors
New York
$9.59M -$798K -7,634 -8%
ECM
523
Exchange Capital Management
Michigan
$9.56M -$308K -2,945 -3%
HBCM
524
Heron Bay Capital Management
Michigan
$9.56M -$2.82K -27 -0%
MBI
525
May Barnhard Investments
Maryland
$9.5M -$524K -5,012 -5%