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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 %
CAC
676
Certified Advisory Corp
Florida
$5.95M -$2.43M -23,227 -29%
NL
677
NWAM LLC
Washington
$5.95M -$967K -9,245 -14%
IA
678
IFS Advisors
Kansas
$5.94M +$4.18K +40 +0.1%
TH
679
TCTC Holdings
Texas
$5.93M +$299K +2,863 +5%
BCM
680
Boltwood Capital Management
California
$5.92M +$60.7K +580 +1%
SCM
681
Stonehearth Capital Management
Massachusetts
$5.9M +$183K +1,748 +3%
AWP
682
Accretive Wealth Partners
New Jersey
$5.9M +$877K +8,625 +17%
EWP
683
Elevation Wealth Partners
California
$5.86M +$168K +1,608 +3%
GLA
684
Good Life Advisors
Pennsylvania
$5.86M +$4.08K +39 +0.1%
RA
685
Resolute Advisors
California
$5.84M -$917K -8,766 -14%
AIP
686
Alexis Investment Partners
Texas
$5.84M +$787K +7,568 +16%
AWMG
687
ADG Wealth Management Group
Louisiana
$5.82M -$219K -2,095 -4%
CI
688
CX Institutional
Indiana
$5.79M +$419K +4,007 +8%
LA
689
Lynch & Associates
Indiana
$5.77M +$324K +3,098 +6%
TWC
690
TD Waterhouse Canada
Ontario, Canada
$5.74M +$715K +6,769 +14%
CB
691
Commerce Bank
Missouri
$5.72M +$314K +3,004 +6%
SI
692
Stephens Inc
Arkansas
$5.69M +$370K +3,536 +7%
AFS
693
Aft Forsyth & Sober
Florida
$5.68M -$4.18M -40,000 -42%
IAA
694
Ironsides Asset Advisors
North Carolina
$5.66M -$5.25M -50,243 -48%
BIA
695
Bigelow Investment Advisors
Maine
$5.66M +$246K +2,350 +5%
HFS
696
Hopwood Financial Services
Virginia
$5.64M +$142K +1,357 +3%
PFM
697
Phillips Financial Management
Indiana
$5.63M -$315K -3,009 -5%
MFA
698
Mayflower Financial Advisors
Massachusetts
$5.61M -$50.3K -481 -0.9%
SG Americas Securities
699
SG Americas Securities
New York
$5.61M -$9.2M -87,961 -62%
COPPSERS
700
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.6M -$7.34M -70,227 -57%