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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 %
NCM
626
Noesis Capital Mangement
Florida
$6.84M +$117K +1,120 +2%
HSA
627
HBK Sorce Advisory
Pennsylvania
$6.8M +$91.7K +877 +1%
SIA
628
Soltis Investment Advisors
Utah
$6.78M -$191K -1,829 -3%
EA
629
Enclave Advisors
Texas
$6.76M -$1.69M -16,183 -20%
RA
630
Riversedge Advisors
Delaware
$6.75M +$6.75M +64,547 New
HHWM
631
Hiley Hunt Wealth Management
Nebraska
$6.74M -$24.2K -231 -0.4%
MHC
632
May Hill Capital
Massachusetts
$6.73M +$298K +2,847 +5%
KFP
633
KMG Fiduciary Partners
Ohio
$6.72M +$155K +1,484 +2%
SFP
634
Strategic Financial Partners
Oregon
$6.72M -$87.9K -841 -1%
ALA
635
Atlas Legacy Advisors
California
$6.71M -$6.29M -60,129 -48%
CFO
636
Capitol Family Office
Oregon
$6.69M +$6.69M +64,013 New
WPIC
637
White Pine Investment Company
Michigan
$6.67M -$171K -1,631 -2%
AMM
638
American Money Management
California
$6.65M +$211K +2,022 +3%
TSWM
639
Triangle Securities Wealth Management
North Carolina
$6.64M +$406K +3,883 +7%
ABC
640
Associated Banc-Corp
Wisconsin
$6.63M -$57.8K -553 -0.9%
MNBTD
641
Moody National Bank Trust Division
Texas
$6.6M
IAN
642
Integrated Advisors Network
Texas
$6.56M -$580K -5,550 -8%
AIM
643
Allen Investment Management
New York
$6.54M
HAS
644
Holland Advisory Services
Florida
$6.53M +$6.25M +59,758 +2,216%
LWMNY
645
Landmark Wealth Management (New York)
New York
$6.48M +$2.17M +20,764 +50%
CBB
646
Citizens Business Bank
California
$6.47M +$1.57M +14,997 +32%
OSAM
647
O'Shaughnessy Asset Management
Connecticut
$6.44M +$687K +6,572 +12%
OCM
648
One Capital Management
California
$6.42M -$3.21M -30,739 -33%
PAG
649
Private Advisory Group
Washington
$6.41M +$929K +8,885 +17%
SFI
650
SPC Financial Inc
Maryland
$6.39M +$469K +4,485 +8%