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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 %
EW
726
Element Wealth
Mississippi
$5.26M -$87.4K -836 -2%
AWM
727
Avior Wealth Management
Nebraska
$5.25M -$2.59M -24,769 -33%
EFL
728
ERn Financial LLC
Wisconsin
$5.24M -$494K -4,726 -9%
GWMR
729
GC Wealth Management RIA
Massachusetts
$5.21M -$2.41K -23 -0%
ONB
730
Old National Bancorp
Indiana
$5.21M -$6.59K -63 -0.1%
PIMJS
731
PKO Investment Management Joint-Stock
Poland
$5.21M +$1.05M +10,000 +25%
FHB
732
First Hawaiian Bank
Hawaii
$5.18M -$706K -6,751 -12%
BCA
733
Bay Capital Advisors
Virginia
$5.17M +$209K +2,000 +4%
LWM
734
Latko Wealth Management
Illinois
$5.17M -$10.5K -100 -0.2%
DCM
735
Davidson Capital Management
Texas
$5.16M +$204K +1,955 +4%
PD
736
Planning Directions
Pennsylvania
$5.15M +$877K +8,384 +21%
BA
737
Ballew Advisors
Mississippi
$5.11M +$265K +2,773 +5%
MAFA
738
MJT & Associates Financial Advisory
Minnesota
$5.11M +$5.11M +48,824 New
MLIC
739
Mandatum Life Insurance Company
Finland
$5.09M
TD Asset Management
740
TD Asset Management
Ontario, Canada
$5.09M -$260K -2,487 -5%
MAA
741
Matrix Asset Advisors
New York
$5.09M +$675K +6,457 +15%
EW
742
Elyxium Wealth
California
$5.06M -$145K -1,389 -3%
WWM
743
Western Wealth Management
Colorado
$5.06M -$227K -2,170 -4%
KAS
744
KPP Advisory Services
Kentucky
$5.04M +$1.85M +17,686 +58%
LC
745
Lindbrook Capital
California
$5.03M -$255K -2,440 -5%
CHC
746
City Holding Co
West Virginia
$5.03M -$9.52K -91 -0.2%
CCB
747
Country Club Bank
Missouri
$5.01M +$171K +1,645 +4%
CWMK
748
Caliber Wealth Management (Kansas)
Kansas
$4.97M +$4.97M +47,518 New
AAS
749
Annex Advisory Services
Wisconsin
$4.96M -$18.2M -174,515 -79%
GSC
750
G&S Capital
Colorado
$4.96M +$362K +3,462 +8%