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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 %
VRM
601
Vectors Research Management
New York
$7.32M +$1.11M +10,570 +18%
AIA
602
Arcadia Investment Advisors
Idaho
$7.31M +$149K +1,428 +2%
PL
603
Polianta Ltd
Jersey
$7.29M +$899K +8,600 +14%
BFS
604
Burkett Financial Services
South Carolina
$7.29M +$302K +2,889 +4%
BW
605
BostonPremier Wealth
Massachusetts
$7.27M -$11.5K -110 -0.2%
IWM
606
IHT Wealth Management
Illinois
$7.25M +$479K +4,592 +7%
MWM
607
Mascoma Wealth Management
New Hampshire
$7.25M +$935K +8,946 +15%
EWA
608
Etesian Wealth Advisors
Oregon
$7.21M +$307K +2,933 +4%
RBC
609
Roble Belko & Company
Pennsylvania
$7.21M -$316K -3,019 -4%
JWBC
610
J.W. Burns & Co
New York
$7.21M +$1.34M +12,829 +23%
MWM
611
MTC Wealth Management
Florida
$7.19M +$1.36M +13,018 +23%
KA
612
Kure Advisory
Minnesota
$7.17M +$7.17M +68,563 New
SWM
613
Spire Wealth Management
Virginia
$7.16M -$1.61M -15,413 -18%
AC
614
Apella Capital
Connecticut
$7.14M +$2.05M +20,767 +40%
MF
615
Meridian Financial
Massachusetts
$7.11M +$44.7K +427 +0.6%
SWMG
616
Sard Wealth Management Group
Georgia
$7.11M +$229K +2,191 +3%
PFM
617
Peak Financial Management
Massachusetts
$7.09M -$59.2K -566 -0.8%
PFG
618
Pacific Financial Group
Washington
$7.07M -$106K -1,012 -1%
CA
619
Cumberland Advisors
Florida
$7.07M -$7.26M -69,435 -51%
BIA
620
Bell Investment Advisors
California
$7.05M -$35.1K -336 -0.5%
PPWP
621
Premier Path Wealth Partners
New Jersey
$7.04M +$447K +4,274 +7%
CFO
622
Callan Family Office
Pennsylvania
$7M +$79.3K +758 +1%
SW
623
SkyOak Wealth
Michigan
$6.95M -$918K -8,776 -12%
UFA
624
Uptown Financial Advisors
Texas
$6.94M +$471K +4,504 +7%
TRCT
625
Tower Research Capital (TRC)
New York
$6.93M +$4.88M +46,979 +238%