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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 %
NAS
1526
NWF Advisory Services
California
$858K +$122K +1,163 +17%
EIA
1527
Edgemoor Investment Advisors
Maryland
$855K -$290K -2,775 -25%
TPA
1528
Trivium Point Advisory
Connecticut
$853K -$100K -961 -11%
ACA
1529
American Capital Advisory
Idaho
$851K -$356K -3,403 -29%
FWIA
1530
Fort Washington Investment Advisors
Ohio
$839K -$70.1K -670 -8%
1WA
1531
180 Wealth Advisors
Washington
$838K -$4.29K -41 -0.5%
ITIM
1532
Indiana Trust & Investment Management
Indiana
$835K +$23.7K +227 +3%
VAG
1533
Vannoy Advisory Group
Texas
$833K +$9.1K +87 +1%
BFWM
1534
Bright Futures Wealth Management
New York
$828K -$5.95K -63 -0.7%
ACM
1535
Advisors Capital Management
New Jersey
$826K -$56.5K -540 -6%
CCP
1536
Clarity Capital Partners
California
$825K -$92.2K -882 -10%
WCWM
1537
Wooster Corthell Wealth Management
Connecticut
$825K -$2.93K -28 -0.4%
SFP
1538
Shepherd Financial Partners
Massachusetts
$825K +$199K +1,903 +32%
FFA
1539
Fortune Financial Advisors
Kansas
$823K -$22.1K -211 -3%
MCA
1540
Midwest Capital Advisors
Michigan
$818K -$301K -2,877 -27%
FB
1541
Finward Bancorp
Indiana
$816K -$1.88K -18 -0.2%
CPA
1542
Cardiff Park Advisors
California
$816K +$1.88K +18 +0.2%
DJYG
1543
David J. Yvars Group
Florida
$816K -$95.5K -913 -10%
TCM
1544
Tufton Capital Management
Maryland
$815K +$42.1K +403 +5%
NWMG
1545
National Wealth Management Group
Ohio
$815K +$38.6K +369 +5%
BTW
1546
Boston Trust Walden
Massachusetts
$813K -$89.3K -854 -10%
HWM
1547
Hohimer Wealth Management
Washington
$807K
TCM
1548
TD Capital Management
Tennessee
$803K +$1.05K +10 +0.1%
BW
1549
BIP Wealth
Georgia
$802K +$19.3K +185 +2%
MCM
1550
MV Capital Management
Maryland
$801K -$63.5K -607 -7%