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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 %
SIA
1101
Schechter Investment Advisors
Michigan
$2.18M +$1.43M +13,640 +189%
SAM
1102
Smartleaf Asset Management
Massachusetts
$2.18M -$60.2K -579 -3%
PL
1103
Plancorp LLC
Missouri
$2.17M +$177K +1,696 +9%
RA
1104
RoundAngle Advisors
New Jersey
$2.17M +$30.1K +288 +1%
V
1105
ViaWealth
Kansas
$2.17M +$2.41K +23 +0.1%
MERSOM
1106
Municipal Employees' Retirement System of Michigan
Michigan
$2.17M
VWA
1107
Visionary Wealth Advisors
Illinois
$2.16M +$364K +3,483 +20%
AM
1108
AGF Management
Ontario, Canada
$2.14M
KCM
1109
Kathmere Capital Management
Pennsylvania
$2.14M +$834K +7,976 +64%
DWA
1110
Dougherty Wealth Advisers
Minnesota
$2.14M
EAM
1111
Evanson Asset Management
California
$2.13M -$174K -1,663 -8%
MIC
1112
Means Investment Company
Maine
$2.13M -$2.27M -21,739 -52%
EPM
1113
Elm Partners Management
Pennsylvania
$2.12M +$65.4K +625 +3%
ABTD
1114
Arvest Bank Trust Division
Oklahoma
$2.12M +$2.12M +20,227 New
CD
1115
Chapin Davis
Maryland
$2.11M -$43.2K -413 -2%
HAM
1116
Harmony Asset Management
Arizona
$2.11M -$157K -1,497 -7%
TFCP
1117
Twin Focus Capital Partners
Massachusetts
$2.11M +$532K +5,090 +34%
KWA
1118
Kingswood Wealth Advisors
California
$2.1M -$678K -6,477 -24%
LFG
1119
Lockerman Financial Group
California
$2.1M -$1.67K -16 -0.1%
BFS
1120
BridgePort Financial Solutions
Iowa
$2.1M +$323K +3,092 +18%
PPC
1121
Park Place Capital
Alabama
$2.09M -$2.52M -24,096 -55%
CL
1122
COWA LLC
Oklahoma
$2.09M -$42.7K -408 -2%
RWP
1123
Revolve Wealth Partners
New Jersey
$2.09M -$13.8K -132 -0.7%
P
1124
Pitcairn
Pennsylvania
$2.08M -$47.2K -451 -2%
CCA
1125
Cora Capital Advisors
New Jersey
$2.08M -$7.95K -76 -0.4%