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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 %
SWM
1351
SeaCrest Wealth Management
New York
$1.23M +$23K +220 +2%
SFG
1352
Stonebridge Financial Group
Pennsylvania
$1.23M +$72.2K +690 +6%
LWP
1353
Laurel Wealth Planning
Minnesota
$1.22M -$23.6K -226 -2%
QC
1354
Quadrature Capital
United Kingdom
$1.21M -$1.94M -18,548 -62%
PT
1355
Plimoth Trust
Massachusetts
$1.21M +$221K +2,117 +22%
NAM
1356
NorthCrest Asset Manangement
Minnesota
$1.21M -$64.2K -614 -5%
FDW
1357
Fourth Dimension Wealth
Ohio
$1.21M +$975K +9,327 +418%
TRSOTSOK
1358
Teachers Retirement System of the State of Kentucky
Kentucky
$1.21M
OFS
1359
Orrstown Financial Services
Pennsylvania
$1.2M -$4.71M -45,019 -80%
CIA
1360
Compass Ion Advisors
Pennsylvania
$1.2M -$145K -1,390 -11%
SCA
1361
Sandy Cove Advisors
Massachusetts
$1.2M +$7.84K +75 +0.7%
TSWM
1362
Tyler-Stone Wealth Management
Ohio
$1.2M +$93.8K +897 +8%
UB
1363
Umpqua Bank
Oregon
$1.2M -$34.7K -332 -3%
GC
1364
Gilbert & Cook
Iowa
$1.19M -$15.9K -152 -1%
SFP
1365
Sterling Financial Planning
New Jersey
$1.19M +$20.1K +192 +2%
RT
1366
Rockland Trust
Massachusetts
$1.19M -$24.8K -237 -2%
PFBT
1367
Parkside Financial Bank & Trust
Missouri
$1.18M +$310K +2,964 +36%
FPCG
1368
Forum Private Client Group
Indiana
$1.17M -$42.9K -410 -4%
1IA
1369
1834 Investment Advisors
Wisconsin
$1.17M -$33.7K -322 -3%
WMN
1370
Wealth Management Nebraska
Nebraska
$1.17M +$982K +9,388 +522%
AIM
1371
Anchor Investment Management
South Carolina
$1.17M -$303K -2,900 -21%
DWM
1372
Defined Wealth Management
Oregon
$1.17M +$16.1K +154 +1%
RSVP
1373
Ramsay Stattman Vela & Price
Colorado
$1.17M +$104K +993 +10%
SYBT
1374
Stock Yards Bank & Trust
Kentucky
$1.16M +$25.6K +245 +2%
FCA
1375
FLC Capital Advisors
California
$1.16M +$114K +1,090 +11%