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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 %
SM
1576
Sensible Money
Arizona
$765K +$105 +1 +0%
Russell Investments Group
1577
Russell Investments Group
United Kingdom
$760K +$27.7K +265 +4%
PMFA
1578
Plante Moran Financial Advisors
Michigan
$757K +$27.1K +259 +4%
AWA
1579
Acorn Wealth Advisors
Michigan
$752K -$122K -1,166 -14%
WLIM
1580
White Lighthouse Investment Management
Massachusetts
$750K -$20.7K -176 -3%
CAMG
1581
CWA Asset Management Group
Florida
$748K +$453K +4,329 +153%
FMI
1582
Fiduciary Management Inc
Wisconsin
$746K -$639K -6,110 -46%
SNB
1583
Security National Bank
Nebraska
$740K +$16.3K +156 +2%
IA
1584
Insight Advisors
Pennsylvania
$739K -$5.86K -56 -0.8%
BC
1585
Barrett & Company
Rhode Island
$739K -$1.78K -17 -0.2%
WHG
1586
Westwood Holdings Group
Texas
$739K -$142K -1,358 -16%
AF
1587
Advisornet Financial
Minnesota
$737K -$137K -1,312 -16%
CFG
1588
Cooper Financial Group
California
$737K +$46.8K +448 +7%
TPW
1589
Talon Private Wealth
Florida
$737K -$178K -1,706 -19%
SCA
1590
Stokes Capital Advisors
South Carolina
$735K +$23.2K +222 +3%
WPC
1591
Waters Parkerson & Co
Louisiana
$734K
TFA
1592
Teamwork Financial Advisors
Texas
$731K -$11.8M -112,522 -94%
MFGM
1593
Marshall Financial Group (Maryland)
Maryland
$731K -$34.6K -331 -5%
BWM
1594
BKM Wealth Management
Wisconsin
$731K -$21.8K -208 -3%
BW
1595
Balance Wealth
Ohio
$728K +$728K +6,959 New
BWA
1596
Bestgate Wealth Advisors
Maryland
$727K -$201K -1,919 -22%
KWA
1597
Kondo Wealth Advisors
California
$727K
CIEC
1598
Crédit Industriel et Commercial
France
$726K +$726K +6,944 New
TPW
1599
TL Private Wealth
Texas
$726K +$22.4K +247 +3%
OFG
1600
Opulen Financial Group
Virginia
$724K +$15.6K +149 +2%