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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 %
IA
1451
IFC Advisors
California
$992K -$32.6K -312 -3%
EWA
1452
EverSource Wealth Advisors
Alabama
$990K -$456K -4,361 -32%
FFP
1453
FourThought Financial Partners
Florida
$988K +$404K +3,865 +69%
Legacy Financial Group (Iowa)
1454
Legacy Financial Group (Iowa)
Iowa
$988K -$3.87K -37 -0.4%
HFS
1455
Hughes Financial Services
Virginia
$987K +$783K +7,474 +384%
IIM
1456
Ipswich Investment Management
Massachusetts
$986K +$36.6K +350 +4%
PGAM
1457
Princeton Global Asset Management
New Jersey
$984K -$34.1K -326 -3%
LFG
1458
Larson Financial Group
Missouri
$984K -$1.02M -9,769 -51%
BMD
1459
Better Money Decisions
New Mexico
$983K +$71.7K +686 +8%
AL
1460
ADE LLC
Maryland
$979K +$10.8K +103 +1%
LC
1461
Lincoln Capital
Nebraska
$977K +$20.6K +213 +2%
QCM
1462
QRG Capital Management
Illinois
$975K -$104K -994 -10%
ACP
1463
Aviance Capital Partners
Florida
$974K -$8.37K -80 -0.9%
PCFFS
1464
Pacific Center for Financial Services
California
$973K -$173K -1,658 -15%
A
1465
Argentarii
Ohio
$967K
SL
1466
SWF LLC
Nebraska
$967K +$967K +9,244 New
CFG
1467
Cosner Financial Group
Colorado
$961K +$961K +9,122 New
GKWIM
1468
Gerber Kawasaki Wealth & Investment Management
California
$959K -$27.8K -266 -3%
CAM
1469
Chandler Asset Management
California
$957K
BWM
1470
Birchcreek Wealth Management
Ohio
$956K -$118K -1,130 -11%
XPN
1471
XY Planning Network
Montana
$948K -$1.06M -10,108 -53%
Vontobel Holding
1472
Vontobel Holding
Switzerland
$944K -$64.3K -615 -6%
TIP
1473
Tandem Investment Partners
New Jersey
$943K -$56.5K -540 -6%
IAIM
1474
International Assets Investment Management
Florida
$943K -$306K -2,927 -25%
CFD
1475
Creative Financial Designs
Indiana
$942K -$193K -1,848 -17%