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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 %
HSWM
876
Hubbell Strickland Wealth Management
Louisiana
$3.58M +$155K +1,486 +5%
CBA
877
Coastal Bridge Advisors
Connecticut
$3.57M +$3.57M +34,166 New
LKWM
878
Lee-Kelleher Wealth Management
Maryland
$3.57M +$92.9K +888 +3%
TNBTD
879
Trustmark National Bank Trust Department
Mississippi
$3.57M +$39.8K +381 +1%
SAI
880
Savvy Advisors Inc
New York
$3.56M +$1.13M +10,833 +47%
WS
881
Wela Strategies
Georgia
$3.56M +$3.56M +34,071 New
WDL
882
Well Done LLC
Michigan
$3.55M -$38.8K -337 -1%
AWC
883
Abundance Wealth Counselors
Pennsylvania
$3.55M -$539K -5,151 -13%
EA
884
Emerald Advisors
Washington
$3.54M +$272K +2,602 +8%
SPFA
885
Summit Place Financial Advisors
New Jersey
$3.54M +$186K +1,775 +6%
AL
886
Aspiriant LLC
California
$3.54M +$746K +7,131 +27%
TCG
887
Transcendent Capital Group
Oklahoma
$3.52M +$140K +1,335 +4%
GCA
888
Gallagher Capital Advisors
Texas
$3.52M -$822K -7,865 -19%
NL
889
NEPC LLC
Massachusetts
$3.51M +$7.01K +67 +0.2%
PPWM
890
PFG Private Wealth Management
Florida
$3.5M -$2.76M -26,391 -44%
AFP
891
Alpha Financial Partners
Kentucky
$3.5M -$98K -937 -3%
QCIG
892
Quad-Cities Investment Group
Iowa
$3.49M +$71.9K +688 +2%
VWM
893
Verus Wealth Management
Wisconsin
$3.49M +$107K +1,022 +3%
CTC
894
Corundum Trust Company
South Dakota
$3.48M +$188K +1,800 +6%
GPA
895
Garrison Point Advisors
California
$3.47M +$79.4K +759 +2%
SR
896
Syntax Research
Florida
$3.44M +$419K +4,007 +14%
ANTB
897
AMG National Trust Bank
Colorado
$3.42M +$89.1K +852 +3%
PP
898
PrairieView Partners
Minnesota
$3.41M +$259K +2,475 +8%
WB
899
WesBanco Bank
West Virginia
$3.41M +$88.3K +844 +3%
WCFA
900
Walkner Condon Financial Advisors
Wisconsin
$3.39M +$2.28M +21,829 +206%