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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 %
Invesco
1601
Invesco
Georgia
$723K +$20K +191 +3%
EFN
1602
Equita Financial Network
Pennsylvania
$723K +$359K +3,436 +99%
WE
1603
Wealth Effects
Massachusetts
$721K -$7.42K -71 -1%
TIAM2
1604
Tru Independence Asset Management 2
Oregon
$718K +$294K +2,765 +69%
HA
1605
Helium Advisors
Washington
$713K -$106K -1,016 -13%
SVWAG
1606
Sound View Wealth Advisors Group
Georgia
$712K +$40.1K +383 +6%
CIA
1607
Cape Investment Advisory
Georgia
$712K +$159K +1,524 +29%
MEAC
1608
M.E. Allison & Co
Texas
$712K +$2.09K +20 +0.3%
AFA
1609
Antonelli Financial Advisors
Michigan
$710K -$3.39M -32,431 -83%
LCM
1610
LVM Capital Management
Michigan
$706K -$5.23K -50 -0.7%
SM
1611
Sweeney & Michel
California
$704K +$704K +7,773 New
CA
1612
Carson Advisory
Georgia
$702K -$24.1K -230 -3%
PFG
1613
PAX Financial Group
Texas
$701K -$29.6K -283 -4%
PCM
1614
Perritt Capital Management
Illinois
$701K +$2.09K +20 +0.3%
CNBOF
1615
City National Bank of Florida
Florida
$700K -$39.2K -375 -5%
MAM
1616
MMA Asset Management
Pennsylvania
$699K +$20.2K +193 +3%
IIA
1617
Integral Investment Advisors
California
$699K +$84.6K +809 +14%
AAG
1618
Armstrong Advisory Group
Massachusetts
$699K
SFG
1619
Sather Financial Group
Texas
$697K -$2.82K -27 -0.4%
TIM
1620
Thompson Investment Management
Wisconsin
$697K +$20.9K +200 +3%
MI
1621
Moneywise Inc
Virginia
$696K -$1.64M -15,700 -70%
EAM
1622
Empirical Asset Management
Massachusetts
$692K -$30M -286,449 -98%
TFA
1623
Tranquilli Financial Advisor
New Jersey
$691K +$102K +976 +17%
OWA
1624
Outlook Wealth Advisors
Texas
$691K -$6.9K -66 -1%
PTB
1625
Pioneer Trust Bank
Oregon
$690K