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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 %
SB
551
Strategic Blueprint
Georgia
$8.7M +$3.66M +35,040 +73%
TYCC
552
Texas Yale Capital Corp
Florida
$8.65M -$32.3K -309 -0.4%
FFG
553
Frisch Financial Group
New York
$8.65M -$2.72K -26 -0%
IAS
554
IMA Advisory Services
Colorado
$8.59M +$1.43M +13,701 +20%
PWM
555
Partnership Wealth Management
Maryland
$8.46M +$59.7K +571 +0.7%
4FG
556
4Thought Financial Group
New York
$8.4M +$89K +851 +1%
CPSAC
557
Chas P. Smith & Associates (CPS)
Florida
$8.39M -$262K -2,502 -3%
SC
558
Syon Capital
California
$8.33M +$1.64M +15,724 +25%
SA
559
Sylvest Advisors
Texas
$8.32M +$402K +3,849 +5%
MPCG
560
Matrix Private Capital Group
New York
$8.3M -$102K -977 -1%
EIP
561
Ellis Investment Partners
Pennsylvania
$8.3M +$186K +1,783 +2%
GIA
562
GHP Investment Advisors
Colorado
$8.26M -$59K -564 -0.7%
TC
563
TownSquare Capital
Utah
$8.25M +$800K +7,646 +11%
PFS
564
Prospera Financial Services
Texas
$8.25M +$76.2K +728 +0.9%
NLWP
565
Next Level Wealth Planning
Idaho
$8.2M +$342K +3,272 +4%
CNB
566
Camden National Bank
Maine
$8.19M -$159K -1,520 -2%
RWS
567
Rochester Wealth Strategies
Michigan
$8.19M +$8.19M +78,275 New
EIG
568
Ellenbecker Investment Group
Wisconsin
$8.17M -$3.05M -29,152 -27%
CWA
569
Canvas Wealth Advisors
Kansas
$8.05M -$538K -5,561 -6%
CTC
570
Central Trust Company
Missouri
$8.02M -$181K -1,729 -2%
MWM
571
Magnolia Wealth Management
Alabama
$8M +$252K +2,411 +3%
CNBTD
572
Citizens National Bank Trust Department
Mississippi
$7.93M +$375K +3,588 +5%
HAC
573
Harbor Advisory Corp
New Hampshire
$7.91M +$479K +4,577 +6%
NF
574
Nikulski Financial
Iowa
$7.91M -$259K -2,481 -3%
HR
575
Howe & Rusling
New York
$7.9M +$794K +7,595 +11%