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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 %
WP
1476
Westmount Partners
California
$942K -$48K -459 -5%
PCH
1477
PGIM Custom Harvest
New Jersey
$942K +$126K +1,202 +15%
FAI
1478
Fiduciary Advisors Inc
Missouri
$941K -$24.6K -235 -3%
GM
1479
GeoWealth Management
Illinois
$940K +$7.74K +74 +0.8%
KFGG
1480
Keystone Financial Group (Georgia)
Georgia
$936K -$107K -1,049 -10%
GWANC
1481
Guardian Wealth Advisors (North Carolina)
North Carolina
$936K +$9.31K +89 +1%
AFG
1482
Allegheny Financial Group
Pennsylvania
$929K +$167K +1,596 +22%
PAM
1483
PCG Asset Management
New Jersey
$929K +$130K +1,245 +16%
TSW
1484
Three Seasons Wealth
Utah
$927K -$65.7K -628 -7%
SA
1485
Sovran Advisors
California
$925K -$77.5K -805 -8%
AWM
1486
Aprio Wealth Management
Georgia
$925K +$666K +6,372 +258%
RC
1487
Roundview Capital
New Jersey
$924K -$20.4K -195 -2%
BSG
1488
Black Swift Group
Colorado
$920K -$4.44M -42,482 -83%
BAM
1489
Berkshire Asset Management
Pennsylvania
$919K +$49.3K +476 +6%
EW
1490
Evoke Wealth
California
$918K
OCM
1491
Objective Capital Management
Ohio
$918K -$1.34M -12,799 -59%
S
1492
SignatureFD
Georgia
$914K -$1.29M -12,352 -59%
PSF
1493
Pacific Sun Financial
California
$914K +$6.59K +63 +0.7%
CWM
1494
Centurion Wealth Management
Virginia
$909K
SCG
1495
Sonata Capital Group
Washington
$906K
ZBNA
1496
Zions Bancorporation, National Association
Utah
$906K +$906K +8,663 New
BFA
1497
Bragg Financial Advisors
North Carolina
$906K -$120K -1,151 -12%
EWA
1498
Evolution Wealth Advisors
Florida
$902K +$103K +984 +13%
CS
1499
Cannell & Spears
New York
$900K -$22.9K -219 -2%
KFI
1500
Key Financial Inc
Pennsylvania
$897K +$17.7K +169 +2%