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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 %
SGK
976
Steigerwald Gordon & Koch
Virginia
$2.85M -$84.4K -807 -3%
CFA
977
Cahill Financial Advisors
Minnesota
$2.85M -$144K -1,378 -5%
TCOT
978
Trust Company of Toledo
Ohio
$2.85M -$54.8K -524 -2%
CST
979
Charles Schwab Trust
Nevada
$2.85M -$21.1K -202 -0.7%
NS
980
NBC Securities
Alabama
$2.84M +$2.83M +27,088 +104,185%
VC
981
Vestor Capital
Illinois
$2.83M +$60.8K +581 +2%
MCA
982
Magnolia Capital Advisors
Mississippi
$2.83M +$290K +2,778 +11%
BCG
983
Breakwater Capital Group
New Jersey
$2.82M +$92.9K +888 +3%
WMP
984
Wealth Management Partners
Arizona
$2.81M -$83.3K -797 -3%
IWB
985
Innovative Wealth Building
Maryland
$2.81M -$71.8K -687 -2%
HCM
986
Hicks Capital Management
Ohio
$2.8M +$2.8M +26,806 New
GCA
987
Greenwood Capital Associates
South Carolina
$2.8M -$36.9K -353 -1%
JFG
988
JMG Financial Group
Illinois
$2.8M -$69.5K -665 -2%
TFS
989
Thoroughbred Financial Services
Tennessee
$2.79M -$556K -5,321 -17%
AG
990
AlTi Global
New York
$2.79M -$1.09M -10,464 -28%
HIA
991
Harbor Investment Advisory
Maryland
$2.79M -$1.45M -13,914 -34%
CPIA
992
Cornell Pochily Investment Advisors
New York
$2.78M -$21.4K -205 -0.8%
CWM
993
Cornerstone Wealth Management
Missouri
$2.77M -$22.5K -215 -0.8%
YP
994
YANKCOM Partnership
South Dakota
$2.77M -$6.06K -58 -0.2%
OC
995
Optima Capital
Oregon
$2.77M -$842K -8,050 -23%
KFGK
996
Keystone Financial Group (Kentucky)
Kentucky
$2.76M +$136K +1,294 +5%
CWM
997
Concentrum Wealth Management
California
$2.74M +$1.09M +10,421 +66%
USB
998
Union Savings Bank
Connecticut
$2.74M -$221K -2,116 -7%
TA
999
TPG Advisors
Illinois
$2.73M +$54.3K +519 +2%
NDSI
1000
Newman Dignan & Sheerar Inc
Rhode Island
$2.71M -$21.6K -207 -0.8%