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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 %
PFA
1651
Professional Financial Advisors
Nebraska
$656K -$19.1K -183 -3%
LNB
1652
Ledyard National Bank
$653K -$5.65K -54 -0.9%
MLL
1653
Moody Lynn & Lieberson
Massachusetts
$653K
PWM
1654
PTM Wealth Management
United States
$652K +$652K +7,196 New
ClearBridge Investments
1655
ClearBridge Investments
New York
$650K +$34.4K +329 +6%
ACM
1656
Ardent Capital Management
Ohio
$648K -$152K -1,450 -19%
FBT
1657
First Bankers Trust
Kentucky
$647K -$193K -1,850 -23%
GF
1658
GGM Financials
Ohio
$647K -$7.11K -68 -1%
WMWM
1659
Wilkins Miller Wealth Management
Alabama
$647K +$173K +1,653 +36%
WPC
1660
White Pine Capital
Minnesota
$643K -$9.93K -95 -2%
DFG
1661
Dupree Financial Group
Kentucky
$643K -$7.32K -70 -1%
TVAMP
1662
Tennessee Valley Asset Management Partners
Tennessee
$642K +$60K +574 +10%
FPW
1663
Flywheel Private Wealth
California
$642K -$58.8K -562 -8%
HCA
1664
Horan Capital Advisors
Ohio
$641K +$35.2K +337 +6%
PTC
1665
Philadelphia Trust Company
Pennsylvania
$640K
BBW
1666
Blue Barn Wealth
Utah
$640K +$10.1K +97 +2%
CP
1667
Creekside Partners
California
$639K +$314 +3 +0%
WTA
1668
Washington Trust Advisors
Massachusetts
$638K -$523 -5 -0.1%
KAM
1669
Kraft Asset Management
Tennessee
$637K -$100K -960 -14%
TI
1670
Truepoint Inc
Ohio
$635K -$1.05K -10 -0.2%
FPL
1671
Fortress Private Ledger
North Carolina
$635K +$66.4K +635 +12%
EWA
1672
ERTS Wealth Advisors
Michigan
$634K +$20.1K +192 +3%
ES
1673
ETF Store
Kansas
$634K +$86.7K +829 +16%
SSA
1674
Sierra Summit Advisors
Nevada
$633K -$787K -7,525 -55%
DSA
1675
Droms Strauss Advisors
Missouri
$631K +$418 +4 +0.1%