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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 %
RPC
576
Rossmore Private Capital
Connecticut
$7.9M -$32.8K -314 -0.4%
KP
577
Keel Point
Alabama
$7.9M +$516K +4,932 +7%
CWM
578
CCG Wealth Management
California
$7.87M +$945K +9,033 +14%
LT
579
Legacy Trust
Michigan
$7.74M +$13.7K +131 +0.2%
Barclays
580
Barclays
United Kingdom
$7.73M -$2.28M -21,776 -23%
BRM
581
Boston Research & Management
Massachusetts
$7.72M +$8.26K +79 +0.1%
PVAMC
582
PPS&V Asset Management Consultants
Michigan
$7.67M +$57K +545 +0.7%
FMI
583
F/M Investments
District of Columbia
$7.66M -$1.26K -12 -0%
BFWA
584
Benchmark Financial Wealth Advisors
Florida
$7.64M -$2.25M -21,534 -23%
BWS
585
Buck Wealth Strategies
Colorado
$7.64M -$4.9M -46,866 -39%
RSWM
586
Robertson Stephens Wealth Management
California
$7.62M -$4.19M -40,076 -35%
SAM
587
Sherman Asset Management
California
$7.62M -$99.7K -953 -1%
GWMIA
588
Global Wealth Management Investment Advisory
Florida
$7.62M +$412K +3,938 +6%
BEI
589
Benjamin Edwards Inc
Missouri
$7.59M -$1.39M -13,308 -15%
C
590
Certuity
Florida
$7.57M +$919K +8,790 +14%
DC
591
Davenport & Co
Virginia
$7.56M +$266K +2,547 +4%
TA
592
Tectonic Advisors
Texas
$7.56M +$285K +2,724 +4%
Neuberger Berman Group
593
Neuberger Berman Group
New York
$7.54M -$2.01M -19,186 -21%
DWT
594
Dorsey & Whitney Trust
South Dakota
$7.51M -$418 -4 -0%
AIMC
595
Alley Investment Management Company
Illinois
$7.51M +$48.9K +468 +0.7%
RIA
596
Richwood Investment Advisors
Ohio
$7.51M +$226K +2,166 +3%
RA
597
RFG Advisory
Alabama
$7.5M +$657K +6,281 +10%
WGC
598
Watts Gwilliam & Co
Arizona
$7.48M +$22.3K +213 +0.3%
CIAS
599
Capital Investment Advisory Services
North Carolina
$7.44M +$398K +3,808 +6%
TWA
600
Tandem Wealth Advisors
Arizona
$7.44M +$59K +565 +0.8%