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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 %
TWM
1301
Thrive Wealth Management
Pennsylvania
$1.39M +$15.2K +145 +1%
BI
1302
Beckerman Institutional
New Jersey
$1.38M +$38.6K +369 +3%
NBWM
1303
North Berkeley Wealth Management
California
$1.37M +$72.8K +696 +6%
KWA
1304
Kellett Wealth Advisors
Ohio
$1.37M -$213K -2,033 -13%
IAA
1305
Independent Advisor Alliance
North Carolina
$1.37M -$26.6M -254,555 -95%
JPWM
1306
Jamison Private Wealth Management
Georgia
$1.37M -$1.36K -13 -0.1%
CIBC World Market
1307
CIBC World Market
Ontario, Canada
$1.37M -$818K -7,822 -37%
FI
1308
Fosun International
China
$1.36M +$1.36M +13,000 New
CAM
1309
Creekmur Asset Management
Illinois
$1.36M -$4.21M -40,216 -76%
SWM
1310
Shepherd Wealth Management
Ohio
$1.35M -$5.65M -54,534 -81%
ES
1311
Eagle Strategies
New York
$1.35M +$230K +2,198 +21%
CWA
1312
Continuum Wealth Advisors
New York
$1.35M -$4.63M -44,313 -77%
CGH
1313
Crossmark Global Holdings
Texas
$1.35M +$1.35M +12,882 New
DFA
1314
DHJJ Financial Advisors
Illinois
$1.34M +$732 +7 +0.1%
CA
1315
Claro Advisors
Massachusetts
$1.34M -$19.4K -186 -1%
TIAAOA
1316
Teachers Insurance & Annuity Association of America
New York
$1.33M
EB
1317
Eastern Bank
Massachusetts
$1.32M -$91K -870 -6%
FB
1318
Fulton Bank
Pennsylvania
$1.32M -$10K -96 -0.8%
CAWM
1319
Capital Advisors Wealth Management
Washington
$1.31M -$17K -163 -1%
IPW
1320
Intergy Private Wealth
Colorado
$1.31M +$101K +968 +8%
DFA
1321
Davies Financial Advisors
California
$1.31M +$79.3K +758 +6%
LFG
1322
Leverty Financial Group
Wisconsin
$1.31M -$11.5K -110 -0.9%
RFA
1323
Resurgent Financial Advisors
Georgia
$1.31M +$10.2K +98 +0.8%
FVWA
1324
Foster Victor Wealth Advisors
South Carolina
$1.31M -$36.9K -387 -3%
IC
1325
Inscription Capital
Texas
$1.31M +$1.31M +11,814 New