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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 %
FA
701
FDx Advisors
Illinois
$5.6M -$424K -4,059 -7%
RBC
702
Romano Brothers & Co
Illinois
$5.55M +$417K +3,985 +8%
AFG
703
Arkansas Financial Group
Arkansas
$5.54M -$27.4K -291 -0.5%
FFO
704
Fortitude Family Office
Arizona
$5.53M +$936K +8,947 +20%
KNFPWM
705
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$5.52M +$425K +4,087 +8%
CPC
706
Consolidated Planning Corp
Georgia
$5.51M -$1.03M -9,891 -16%
Millennium Management
707
Millennium Management
New York
$5.5M +$5.5M +52,623 New
SC
708
Stephenson & Company
California
$5.5M +$139K +1,328 +3%
AWM
709
AE Wealth Management
Kansas
$5.49M -$812K -7,765 -13%
PLU
710
Performa Ltd (US)
South Carolina
$5.47M +$706K +6,752 +15%
SCA
711
Snowden Capital Advisors
New York
$5.45M -$294K -2,813 -5%
TCM
712
Telos Capital Management
California
$5.44M +$123K +1,176 +2%
SS
713
Sunbelt Securities
Texas
$5.43M -$133K -1,276 -2%
JWCA
714
J.W. Cole Advisors
Florida
$5.43M -$671K -6,421 -11%
MSA
715
Mason Street Advisors
Wisconsin
$5.4M
1WM
716
1900 Wealth Management
Texas
$5.37M -$43.4K -415 -0.8%
PL
717
Parthenon LLC
Kentucky
$5.37M -$22K -210 -0.4%
SCTC
718
Sanibel Captiva Trust Company
Florida
$5.36M +$572K +5,474 +12%
NAM
719
NTV Asset Management
West Virginia
$5.35M +$40.7K +389 +0.8%
BBNA
720
Bremer Bank National Association
Minnesota
$5.34M +$347K +3,320 +7%
GC
721
Garde Capital
Washington
$5.33M +$303K +2,898 +6%
Betterment LLC
722
Betterment LLC
New York
$5.3M -$948K -9,068 -15%
TW
723
TritonPoint Wealth
Maryland
$5.28M -$255K -2,436 -5%
MWA
724
Muirfield Wealth Advisors
North Carolina
$5.27M -$41.2K -394 -0.8%
SW
725
Simplicity Wealth
New Jersey
$5.27M +$444K +4,243 +9%