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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 %
EFS
926
Essex Financial Services
Connecticut
$3.2M -$216K -2,066 -6%
Koshinski Asset Management
927
Koshinski Asset Management
Illinois
$3.18M -$81.8K -782 -3%
SWA
928
SOA Wealth Advisors
New York
$3.18M -$21.6K -207 -0.7%
PWA
929
Physician Wealth Advisors
Utah
$3.17M -$173K -1,651 -5%
FWP
930
FAS Wealth Partners
Kansas
$3.17M -$82K -784 -3%
EPP
931
ETF Portfolio Partners
Kansas
$3.16M -$5.35M -51,153 -63%
CPC
932
Congress Park Capital
New York
$3.15M -$126K -1,205 -4%
BPWM
933
Badgley Phelps Wealth Managers
Washington
$3.14M -$23K -220 -0.7%
ACP
934
Argyle Capital Partners
California
$3.14M +$449K +4,293 +17%
NHT
935
New Hampshire Trust
New Hampshire
$3.14M -$8.16K -78 -0.3%
RPGK
936
Retirement Planning Group (Kansas)
Kansas
$3.13M -$695K -6,646 -18%
FPAS
937
Focus Partners Advisor Solutions
Missouri
$3.13M +$205K +1,961 +7%
CBT
938
CoreFirst Bank & Trust
Kansas
$3.11M +$150K +1,430 +5%
MAS
939
Madden Advisory Services
Florida
$3.11M +$33.9K +324 +1%
BWCS
940
Beirne Wealth Consulting Services
Connecticut
$3.11M -$5.97K -57 -0.2%
First Manhattan
941
First Manhattan
New York
$3.1M -$2.51K -24 -0.1%
SAS
942
Sage Advisory Services
Texas
$3.1M +$270K +2,587 +10%
AMG
943
Asset Management Group
Connecticut
$3.09M -$68.7K -657 -2%
SKK
944
Shepherd Kaplan Krochuk
Massachusetts
$3.06M +$214K +2,044 +7%
EFM
945
Eley Financial Management
Vermont
$3.05M +$19.6K +187 +0.6%
HWMT
946
Heritage Wealth Management (Texas)
Texas
$3.04M -$239K -2,281 -7%
SEIA
947
Signature Estate & Investment Advisors
California
$3.04M -$213K -2,038 -7%
PCM
948
Pennsylvania Capital Management
Pennsylvania
$3.04M +$68.1K +651 +2%
KWM
949
Keebeck Wealth Management
Illinois
$3.03M -$465K -4,448 -13%
NOI
950
Newton One Investments
Delaware
$3.03M -$558K -5,333 -16%