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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 %
AFC
951
AFT Forsyth & Company
Florida
$3.03M -$11.7K -112 -0.4%
LFAS
952
Level Four Advisory Services
Texas
$3.02M +$963K +9,208 +47%
DFC
953
DBK Financial Counsel
Ohio
$3.02M -$12.1K -116 -0.4%
Vanguard Group
954
Vanguard Group
Pennsylvania
$3.01M +$13.7K +131 +0.5%
SAM
955
Smithbridge Asset Management
Pennsylvania
$3.01M +$3.01M +28,755 New
CHJWM
956
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.01M -$16.6K -174 -0.5%
SWA
957
Stratos Wealth Advisors
Ohio
$3.01M -$541K -5,169 -15%
CP
958
Capital Planning
Washington
$3.01M +$24.5K +234 +0.8%
GSAM
959
Grant Street Asset Management
Pennsylvania
$3M +$376K +3,596 +14%
PIAS
960
PCA Investment Advisory Services
Ohio
$3M -$713K -6,816 -19%
W
961
Wealthquest
Ohio
$2.97M -$303K -2,902 -9%
IF
962
Intrua Financial
Texas
$2.96M +$810K +7,744 +38%
SFB
963
STAR Financial Bank
Indiana
$2.96M +$152K +1,452 +5%
VCM
964
Viewpoint Capital Management
Washington
$2.96M -$50.2K -480 -2%
SFG
965
SevenBridge Financial Group
Pennsylvania
$2.95M -$598K -5,560 -17%
FNWM
966
Financial Network Wealth Management
Utah
$2.94M -$584K -5,588 -17%
PWA
967
Provenance Wealth Advisors
Florida
$2.94M -$468K -4,474 -14%
BWG
968
Balanced Wealth Group
Ohio
$2.93M -$47.1K -450 -2%
GSWM
969
Golden State Wealth Management
California
$2.93M -$7.74K -74 -0.3%
JIP
970
Jaffetilchin Investment Partners
Florida
$2.92M +$329K +3,146 +13%
MWC
971
MKD Wealth Coaches
Michigan
$2.91M -$15.7M -149,729 -84%
AFG
972
Atomi Financial Group
New York
$2.9M -$827K -7,904 -22%
PFA
973
Pure Financial Advisors
California
$2.89M -$92.1K -881 -3%
DT
974
Diversified Trust
Tennessee
$2.88M -$319K -3,055 -10%
PRTG
975
Post Resch Tallon Group
New York
$2.87M +$58.2K +560 +2%