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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 %
CAM
651
Cozad Asset Management
Illinois
$6.35M +$25.9K +248 +0.4%
AI
652
Atria Investments
North Carolina
$6.33M +$663K +6,340 +12%
OHWP
653
Oak Harbor Wealth Partners
North Carolina
$6.32M +$191K +1,831 +3%
NWA
654
New World Advisors
Massachusetts
$6.31M +$6.07M +58,013 +2,501%
CWG
655
Cornerstone Wealth Group
North Carolina
$6.29M -$79.3K -758 -1%
SIC
656
Sterling Investment Counsel
New York
$6.28M +$2.21M +21,101 +54%
AC
657
Aristides Capital
Kentucky
$6.27M
AP
658
Americana Partners
Texas
$6.27M +$379K +3,620 +6%
BFO
659
Boston Family Office
Massachusetts
$6.21M -$29.6K -283 -0.5%
HBT
660
Hills Bank & Trust
Iowa
$6.2M -$86.8K -830 -1%
TA
661
TKG Advisors
Indiana
$6.2M +$311K +2,970 +5%
SF
662
Summit Financial
New Jersey
$6.2M +$951K +9,091 +18%
PWM
663
Provident Wealth Management
Tennessee
$6.17M +$303K +2,893 +5%
SFS
664
Sowell Financial Services
Arkansas
$6.15M +$121K +1,155 +2%
EGWAG
665
Elwood & Goetz Wealth Advisory Group
Georgia
$6.12M +$272K +2,598 +5%
CV
666
Counterweight Ventures
North Carolina
$6.12M +$95.5K +913 +2%
MWM
667
Meridian Wealth Management
Kentucky
$6.11M -$472K -4,516 -7%
CIAS
668
CFS Investment Advisory Services
New Jersey
$6.09M -$41.6K -398 -0.7%
FHA
669
Flagship Harbor Advisors
Massachusetts
$6.09M +$27.3K +261 +0.5%
NGA
670
Naples Global Advisors
Florida
$6.08M +$529K +5,055 +10%
LPT
671
Legacy Private Trust
Wisconsin
$6.03M -$2.11M -20,139 -26%
EWM
672
EPG Wealth Management
Georgia
$6M +$211K +2,013 +4%
FNBOH
673
First National Bank of Hutchinson
Kansas
$5.98M +$89.2K +853 +2%
PCM
674
Park Capital Management
Wisconsin
$5.98M +$5.08M +48,622 +567%
MBT
675
Montecito Bank & Trust
California
$5.95M -$17.3K -165 -0.3%