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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 %
LA
526
LVW Advisors
New York
$9.48M +$1.76M +16,868 +23%
IA
527
IFP Advisors
Florida
$9.44M +$843K +8,066 +10%
BWFA
528
Baltimore-Washington Financial Advisors
Maryland
$9.43M +$81.8K +782 +0.9%
KPWG
529
KFA Private Wealth Group
Virginia
$9.42M +$3.42M +32,728 +57%
SDAM
530
Shulman DeMeo Asset Management
New York
$9.39M -$68.4K -654 -0.7%
PI
531
Pachira Investments
California
$9.35M -$85.4K -821 -0.9%
BFA
532
Bright Financial Advisors
Michigan
$9.32M +$379K +3,627 +4%
PSCM
533
Per Stirling Capital Management
Texas
$9.3M -$431K -4,121 -4%
CGPCS
534
Capital Group Private Client Services
California
$9.28M +$6.28M +60,039 +209%
BOH
535
Bank of Hawaii
Hawaii
$9.25M
BCM
536
Brookstone Capital Management
Illinois
$9.23M -$552K -5,282 -6%
EI
537
eCIO Inc
Wisconsin
$9.11M +$9.11M +87,087 New
TDWM
538
Topel & Distasi Wealth Management
California
$9.07M +$59.1K +565 +0.7%
FCP
539
Fidelis Capital Partners
Florida
$9.02M +$1.44M +14,464 +19%
JSL
540
JT Stratford LLC
Georgia
$8.98M +$72.2K +690 +0.8%
CSIC
541
Clifford Swan Investment Counsel
California
$8.98M +$274K +2,620 +3%
KWM
542
Kingsview Wealth Management
Oregon
$8.95M +$180K +1,717 +2%
HWM
543
HighMark Wealth Management
Minnesota
$8.92M +$38.3K +366 +0.4%
NFG
544
Nations Financial Group
Iowa
$8.89M -$1.61M -15,369 -15%
HCM
545
Hudson Capital Management
New Jersey
$8.88M +$2.46M +23,499 +38%
BHBT
546
Burke & Herbert Bank & Trust
Virginia
$8.85M +$40.9K +391 +0.5%
SA
547
SoundView Advisors
Washington
$8.74M -$338K -3,236 -4%
Retirement Systems of Alabama
548
Retirement Systems of Alabama
Alabama
$8.73M
PCP
549
Panoramic Capital Partners
Oregon
$8.73M +$1.13M +12,502 +15%
SWA
550
Serenus Wealth Advisors
California
$8.7M +$1.59M +15,196 +22%