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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 %
STB
1551
S&T Bank
Pennsylvania
$799K -$21.3K -204 -3%
KSB
1552
Kennebec Savings Bank
Maine
$798K -$1.05K -10 -0.1%
FB
1553
First Bancorp
Maine
$796K
CFS
1554
Commonwealth Financial Services
West Virginia
$796K +$127K +1,215 +19%
BCM
1555
Brookmont Capital Management
Texas
$795K -$32.7K -313 -4%
M
1556
MATAURO
New York
$793K -$243K -2,324 -23%
VIA
1557
Victrix Investment Advisors
Florida
$793K +$793K +7,583 New
STCOSD
1558
Sageworth Trust Company of South Dakota
South Dakota
$791K +$3.03K +29 +0.4%
BFA
1559
Beacon Financial Advisory
Ohio
$790K +$198K +1,891 +33%
HWM
1560
Horizons Wealth Management
North Carolina
$789K
LMKC
1561
L.M. Kohn & Company
Ohio
$789K +$76.1K +728 +11%
KW
1562
Keyvantage Wealth
Pennsylvania
$786K -$1.6M -15,307 -67%
GWM
1563
Greenhouse Wealth Management
Connecticut
$785K +$2.2K +21 +0.3%
TPW
1564
Transatlantique Private Wealth
New York
$784K
LW
1565
Lauer Wealth
Indiana
$783K +$10.1K +100 +1%
BFS
1566
Bradley Foster & Sargent
Connecticut
$783K -$57.3K -548 -7%
IJWM
1567
Inman Jager Wealth Management
Mississippi
$782K -$18.1K -173 -2%
SFSG
1568
Sound Financial Strategies Group
Mississippi
$781K +$419K +4,011 +116%
SHFA
1569
SC&H Financial Advisors
Maryland
$779K +$1.15K +11 +0.1%
CWM
1570
Centricity Wealth Management
Ohio
$777K +$26.1K +250 +3%
FPGT
1571
Financial Partners Group (Tennessee)
Tennessee
$776K -$57.8K -553 -7%
CPP
1572
Capasso Planning Partners
South Carolina
$775K -$395K -3,774 -34%
IP
1573
Ignite Planners
California
$772K +$63.2K +627 +9%
SGCA
1574
Steel Grove Capital Advisors
Tennessee
$770K +$92.1K +881 +14%
VPP
1575
Vertex Planning Partners
Illinois
$767K -$24.4K -233 -3%