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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 %
LW
1501
Linscomb Wealth
Texas
$896K -$2.51K -24 -0.3%
CPG
1502
Cornerstone Planning Group
New Jersey
$895K -$59.1K -604 -6%
TBT
1503
Texas Bank & Trust
Texas
$894K +$14.7K +141 +2%
PA
1504
Probity Advisors
Texas
$885K -$38.1K -364 -4%
DC
1505
Destiny Capital
Colorado
$883K -$542K -5,179 -38%
DDC
1506
DF Dent & Co
Maryland
$882K +$882K +8,436 New
DACG
1507
Donor Advised Charitable Giving
California
$880K +$156K +1,494 +22%
MGWM
1508
Marks Group Wealth Management
Minnesota
$880K +$5.02K +48 +0.6%
HWM
1509
HRC Wealth Management
Idaho
$879K -$183K -1,751 -17%
4WM
1510
49 Wealth Management
Texas
$878K +$91.5K +875 +12%
KWM
1511
KMT Wealth Management
California
$877K +$205K +1,961 +31%
FFG
1512
Fiduciary Financial Group
California
$876K +$45.2K +480 +5%
BO
1513
Bank OZK
Arkansas
$875K -$161K -1,536 -16%
MFT
1514
Moisand Fitzgerald Tamayo
Florida
$871K -$64.2K -614 -7%
SWA
1515
Strategies Wealth Advisors
Michigan
$871K -$25.7K -246 -3%
OP
1516
ORG Partners
Indiana
$871K -$1.09M -10,454 -56%
PFS
1517
Prospect Financial Services
New York
$871K -$199K -1,904 -19%
LCWP
1518
Legacy Capital Wealth Partners
Arkansas
$871K +$107K +2,003 +14%
CGFA
1519
Colton Groome Financial Advisors
North Carolina
$870K +$453K +4,525 +109%
EC
1520
Estate Counselors
Wisconsin
$870K -$3.49M -33,376 -80%
GWA
1521
GGM Wealth Advisors
Maryland
$864K -$157K -1,568 -15%
MWS
1522
MFA Wealth Services
California
$862K -$117K -1,117 -12%
OCM
1523
Orion Capital Management
California
$861K -$3.24K -31 -0.4%
MCM
1524
Mainstream Capital Management
California
$859K -$519K -4,959 -38%
CG
1525
Corundum Group
Colorado
$858K +$25.6K +245 +3%