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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 %
PC
1426
Port Capital
Illinois
$1.04M +$32.7K +313 +3%
BFM
1427
Broadview Financial Management
Wisconsin
$1.04M +$20.7K +198 +2%
PWM
1428
PBMares Wealth Management
Virginia
$1.03M -$48.9K -468 -5%
OC
1429
Opinicus Capital
Florida
$1.03M -$15.7K -150 -2%
FF
1430
Farnam Financial
Arizona
$1.03M +$50.4K +482 +5%
CIG
1431
CHB Investment Group
Pennsylvania
$1.03M -$68.4K -654 -6%
FP
1432
Factorial Partners
New York
$1.02M +$167K +1,600 +20%
BPC
1433
Bearing Point Capital
Minnesota
$1.02M
AOWM
1434
Alpha Omega Wealth Management
Virginia
$1.02M +$23.4K +224 +2%
CKAIS
1435
Christensen King & Associates Investment Services
Washington
$1.02M -$70.3K -655 -6%
GFPC
1436
Global Financial Private Client
Florida
$1.02M -$80.5K -770 -7%
JF
1437
Jump Financial
Illinois
$1.02M +$1.02M +9,720 New
OLA
1438
Oliver Luxxe Assets
New Jersey
$1.01M -$1.04M -9,968 -51%
FAM
1439
Forte Asset Management
New York
$1.01M -$791K -7,560 -44%
FFA
1440
First Foundation Advisors
California
$1.01M -$33K -316 -3%
FPW
1441
Fairvoy Private Wealth
Alabama
$1M -$2.49M -23,802 -71%
TF
1442
Tompkins Financial
New York
$1M +$58.7K +561 +6%
WDG
1443
Wealth Dimensions Group
Ohio
$1M +$941 +9 +0.1%
AWP
1444
Axis Wealth Partners
Rhode Island
$1M +$1M +9,584 New
TAM
1445
Townsend Asset Management
North Carolina
$1M +$6.59K +63 +0.7%
BEAM
1446
Baker Ellis Asset Management
Washington
$1,000K +$163K +1,560 +19%
RWMH
1447
Riverpoint Wealth Management Holdings
Illinois
$997K +$133K +1,272 +15%
CPA
1448
Court Place Advisors
Maryland
$993K +$8.89K +85 +0.9%
LPFG
1449
Landing Point Financial Group
Ohio
$993K -$5.45M -52,083 -85%
CFS
1450
Coordinated Financial Services
Colorado
$992K +$29.8K +285 +3%