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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 %
TFG
1151
Tilson Financial Group
New Jersey
$1.95M -$30.7K -294 -2%
ACP
1152
Arcus Capital Partners
Georgia
$1.95M -$171K -1,637 -8%
HCA
1153
Harbour Capital Advisors
Virginia
$1.95M +$189K +1,910 +11%
CFG
1154
Compton Financial Group
Maryland
$1.94M -$17.3M -165,881 -90%
SWM
1155
Shelton Wealth Management
Texas
$1.94M -$84.7K -810 -4%
OWP
1156
Obermeyer Wealth Partners
Colorado
$1.94M +$156K +1,491 +9%
MSAM
1157
Moloney Securities Asset Management
Missouri
$1.94M +$112K +1,073 +6%
AFM
1158
Armstrong Fleming & Moore
District of Columbia
$1.93M +$1.93M +18,443 New
DFA
1159
Delta Financial Advisors
Louisiana
$1.92M +$105 +1 +0%
JF
1160
JSF Financial
California
$1.92M -$3.23M -30,891 -63%
KBFS
1161
Kohmann Bosshard Financial Services
Ohio
$1.92M +$12.4K +119 +0.7%
BFW
1162
Brady Family Wealth
Missouri
$1.91M -$96.5K -923 -5%
NC
1163
Napatree Capital
Rhode Island
$1.91M +$141K +1,347 +8%
CWA
1164
Core Wealth Advisors
Florida
$1.91M -$1.78K -17 -0.1%
FPTW
1165
Franklin, Parlapiano, Turner & Welch
Texas
$1.9M -$38.9K -372 -2%
MWM
1166
Mascagni Wealth Management
Mississippi
$1.9M
BB
1167
Busey Bank
Illinois
$1.89M -$71.1K -680 -4%
GS
1168
GWN Securities
Florida
$1.89M +$1.66M +15,667 +725%
WC
1169
Woodstock Corp
Massachusetts
$1.89M +$283K +2,705 +18%
KOMWMG
1170
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.89M -$5.05M -48,306 -73%
SS
1171
SBI Securities
Japan
$1.88M -$3.56K -34 -0.2%
AQR Capital Management
1172
AQR Capital Management
Connecticut
$1.88M +$839K +8,025 +81%
MIM
1173
Macroview Investment Management
Maryland
$1.88M +$62.6K +599 +3%
CF
1174
Corrigan Financial
Rhode Island
$1.86M -$27.9K -267 -1%
EWM
1175
Endowment Wealth Management
Wisconsin
$1.85M +$247K +2,361 +15%