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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 %
MWA
1251
Midland Wealth Advisors
Illinois
$1.56M +$26.2K +251 +2%
RIA
1252
Retirement Investment Advisors
Oklahoma
$1.56M
WCM
1253
Winebrenner Capital Management
Kentucky
$1.55M -$15.4K -147 -1%
TA
1254
TFG Advisers
Michigan
$1.54M -$15.8K -151 -1%
RWMG
1255
Redwood Wealth Management Group
New Jersey
$1.54M -$4.6K -44 -0.3%
SPF
1256
South Plains Financial
Texas
$1.54M +$10.9K +104 +0.7%
UF
1257
Univest Financial
Pennsylvania
$1.54M -$1.03M -9,852 -40%
GA
1258
Goldstein Advisors
Wisconsin
$1.53M -$76.4K -731 -5%
SIC
1259
Samalin Investment Counsel
New York
$1.53M +$233K +2,225 +18%
IFO
1260
Independent Family Office
New York
$1.53M +$59.9K +563 +4%
ACG
1261
Allen Capital Group
Nebraska
$1.52M +$165K +1,582 +12%
AWA
1262
Aaron Wealth Advisors
Illinois
$1.52M -$167K -1,598 -10%
DWG
1263
Darden Wealth Group
Michigan
$1.52M -$39.7K -380 -3%
BAAM
1264
Baker Avenue Asset Management
California
$1.52M -$2.63M -25,116 -63%
MSRPS
1265
Maryland State Retirement & Pension System
Maryland
$1.51M +$1.15M +11,026 +319%
SHJ
1266
Sharkey, Howes & Javer
Colorado
$1.51M
EFA
1267
Edge Financial Advisors
Illinois
$1.5M +$456K +4,364 +44%
TF
1268
Trek Financial
Arizona
$1.5M -$22.6M -216,436 -94%
ICP
1269
Interchange Capital Partners
Pennsylvania
$1.5M +$30.2K +289 +2%
PCM
1270
Palisade Capital Management
New Jersey
$1.49M +$181K +1,727 +14%
IPWA
1271
International Private Wealth Advisors
California
$1.49M +$62K +593 +4%
CFFP
1272
Center for Financial Planning
Michigan
$1.49M +$262K +2,501 +21%
SMWM
1273
Silvia McColl Wealth Management
California
$1.49M -$17.3K -165 -1%
SCA
1274
St. Clair Advisors
Ohio
$1.49M -$111K -1,065 -7%
BOJHT
1275
Bank of Jackson Hole Trust
Wyoming
$1.49M -$35.1K -314 -2%