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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 %
AB
751
ANB Bank
Colorado
$4.95M +$18K +172 +0.4%
MCM
752
MidAtlantic Capital Management
Virginia
$4.93M +$374K +3,577 +8%
ISWM
753
Independent Solutions Wealth Management
New York
$4.93M +$182K +1,744 +4%
PWW
754
Pettyjohn Wood & White
Virginia
$4.92M +$73.4K +702 +2%
VPW
755
Variant Private Wealth
Virginia
$4.9M +$6.69K +64 +0.1%
GWM
756
Graybill Wealth Management
Illinois
$4.89M +$4.89M +46,803 New
HPC
757
HM Payson & Co
Maine
$4.86M -$224K -2,141 -4%
PTC
758
Private Trust Company
Ohio
$4.84M -$170K -1,625 -3%
CF
759
CBM Financial
Texas
$4.8M +$4.8M +44,554 New
AP
760
Aspect Partners
Virginia
$4.79M +$229K +2,194 +5%
MPW
761
Melone Private Wealth
Michigan
$4.79M +$447K +4,272 +10%
CIC
762
Carnegie Investment Counsel
Ohio
$4.76M -$34.5K -370 -0.7%
SW
763
SlateStone Wealth
Florida
$4.76M +$93.2K +891 +2%
BA
764
Bellwether Advisors
Nebraska
$4.75M +$20.9K +200 +0.4%
AF
765
Amara Financial
California
$4.75M +$421K +4,027 +10%
MG
766
Mather Group
Illinois
$4.74M -$1.27M -12,167 -21%
ACB
767
Aristotle Capital Boston
Massachusetts
$4.73M +$981K +9,384 +26%
AFM
768
Aspetuck Financial Management
Connecticut
$4.73M -$363K -3,469 -7%
MC
769
Middleton & Co
Massachusetts
$4.73M -$68.9K -659 -1%
CAG
770
Csenge Advisory Group
Florida
$4.72M -$2.36M -24,488 -33%
LF
771
Lee Financial
Texas
$4.71M +$250K +2,393 +6%
MFS
772
McNamara Financial Services
Massachusetts
$4.7M +$1.55M +14,814 +49%
ML
773
McAdam LLC
Pennsylvania
$4.7M -$7.24M -69,265 -61%
SS
774
Sound Stewardship
Kansas
$4.68M +$29.4K +281 +0.6%
WIA
775
Wetzel Investment Advisors
Indiana
$4.67M +$243K +2,327 +6%