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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 %
PIMG
1201
Patriot Investment Management Group
Tennessee
$1.75M -$7.53K -72 -0.4%
CCFM
1202
Clear Creek Financial Management
Washington
$1.74M +$275K +2,629 +19%
JAA
1203
Joel Adams & Associates
North Carolina
$1.74M -$30.4K -291 -2%
FPGK
1204
Financial Partners Group (Kansas)
Kansas
$1.74M -$1.67K -16 -0.1%
FFWA
1205
FRG Family Wealth Advisors
Washington
$1.74M -$49.1K -470 -3%
CB
1206
Cadence Bank
Mississippi
$1.73M -$233K -2,230 -12%
FPCP
1207
Fort Point Capital Partners
California
$1.72M +$419K +4,006 +32%
RWA
1208
River Wealth Advisors
Pennsylvania
$1.72M -$69.7K -667 -4%
CWC
1209
Carolinas Wealth Consulting
North Carolina
$1.72M +$69.5K +665 +4%
SP
1210
SWS Partners
Ohio
$1.71M -$582K -5,570 -25%
IA
1211
Inspire Advisors
Idaho
$1.71M +$486K +4,652 +40%
QWM
1212
Quadcap Wealth Management
Texas
$1.71M -$38.3K -366 -2%
RIA
1213
RPG Investment Advisory
California
$1.71M +$917K +8,765 +116%
CCM
1214
Colorado Capital Management
Colorado
$1.71M -$87K -832 -5%
LWM
1215
Lionsbridge Wealth Management
Florida
$1.7M +$239K +2,283 +16%
LIA
1216
LS Investment Advisors
Michigan
$1.7M -$868K -8,300 -34%
MWAM
1217
Manhattan West Asset Management
California
$1.7M +$44.4K +425 +3%
FWM
1218
Forza Wealth Management
Florida
$1.69M
GWM
1219
GSB Wealth Management
Connecticut
$1.69M -$89.6K -857 -5%
ZF
1220
Zhang Financial
Michigan
$1.68M +$4.08K +39 +0.2%
RBFC
1221
Roman Butler Fullerton & Co
Missouri
$1.68M -$1.54M -15,995 -48%
RWM
1222
Rockwood Wealth Management
Pennsylvania
$1.68M -$157K -1,505 -9%
MC
1223
Moors & Cabot
Massachusetts
$1.67M -$194K -1,857 -10%
FNC
1224
First National Corp
Massachusetts
$1.67M +$77.7K +743 +5%
SOADOR
1225
State of Alaska Department of Revenue
Alaska
$1.66M +$559K +5,342 +51%