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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 %
SFA
1626
Souders Financial Advisors
Ohio
$690K -$3.28M -31,402 -83%
SFC
1627
Strategic Financial Concepts
Texas
$690K +$51.2K +490 +8%
OAS
1628
Optivise Advisory Services
Tennessee
$688K +$16K +153 +2%
EB
1629
Emprise Bank
Kansas
$688K -$7.11K -68 -1%
SAS
1630
Stelac Advisory Services
New York
$686K -$235K -2,250 -26%
YWM
1631
Yukon Wealth Management
Kansas
$686K +$686K +6,558 New
Credit Agricole
1632
Credit Agricole
France
$686K +$686K +6,557 New
WCM
1633
WealthBridge Capital Management
Ohio
$685K -$35.9K -343 -5%
HNWA
1634
Henrickson Nauta Wealth Advisors
Michigan
$685K
PCA
1635
Pallas Capital Advisors
Massachusetts
$684K -$81.2K -777 -11%
KA
1636
Kovack Advisors
Florida
$683K -$34.2K -327 -5%
FHC
1637
First Heartland Consultants
Missouri
$681K -$26.2K -251 -4%
SL
1638
SWMG LLC
Texas
$681K -$2.27M -22,783 -77%
LCC
1639
Lincoln Capital Corp
Rhode Island
$677K
BLC
1640
Brown, Lisle/Cummings
Rhode Island
$673K
TWP
1641
Total Wealth Planning
Ohio
$671K -$3.97K -38 -0.6%
PA
1642
Procyon Advisors
Connecticut
$671K +$232K +2,222 +53%
AIFAIM
1643
American Institute for Advanced Investment Management
Arizona
$670K +$50.7K +485 +8%
GCA
1644
Gradient Capital Advisors
California
$670K +$105 +1 +0%
BC
1645
Bowman & Company
Wisconsin
$668K +$94.3K +902 +16%
IWS
1646
Insight Wealth Strategies
California
$666K -$10.5M -100,030 -94%
JPG
1647
Jordan Park Group
California
$661K -$472K -4,511 -42%
AA
1648
Advisory Alpha
Michigan
$660K +$64.4K +616 +11%
SPIO
1649
Seven Post Investment Office
California
$659K
GJIA
1650
Glass Jacobson Investment Advisors
Maryland
$657K