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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 %
HA
1676
HFG Advisors
Ohio
$629K
KWM
1677
Kingsman Wealth Management
Florida
$626K +$626K +5,986 New
AG
1678
AmeriFlex Group
Nevada
$625K -$37.5K -359 -6%
WJWM
1679
Williams Jones Wealth Management
New York
$625K -$2.09K -20 -0.3%
SW
1680
SteelPeak Wealth
California
$625K -$523 -5 -0.1%
CBT
1681
Crews Bank & Trust
Florida
$624K -$55.9K -535 -8%
FCM
1682
Firestone Capital Management
Florida
$623K -$44.2K -423 -7%
GAM
1683
Gemmer Asset Management
California
$623K -$11.8K -113 -2%
BA
1684
Brightwater Advisory
Florida
$623K
HWA
1685
Hillcrest Wealth Advisors
New Jersey
$622K
TWG
1686
The Wealth Group
Minnesota
$621K -$25.3K -242 -4%
FWM
1687
FMB Wealth Management
California
$621K -$1.46K -14 -0.2%
EFG
1688
Elios Financial Group
Ohio
$620K +$209 +2 +0%
MWA
1689
Motive Wealth Advisors
Michigan
$617K -$93.9K -898 -13%
FNBTCON
1690
First National Bank & Trust Co of Newtown
Pennsylvania
$615K +$1.57K +15 +0.3%
MWM
1691
McNaughton Wealth Management
California
$615K +$209 +2 +0%
FAM
1692
Formidable Asset Management
Ohio
$613K +$19.1K +183 +3%
CPA
1693
Capital Planning Advisors
California
$611K -$418 -4 -0.1%
SI
1694
Seeds Investor
New York
$610K -$70K -669 -10%
SCM
1695
Sterling Capital Management
North Carolina
$609K +$15.5K +148 +3%
KA
1696
Kearns & Associates
California
$607K
MCM
1697
McRae Capital Management
New Jersey
$607K +$7.11K +68 +1%
WCWM
1698
Willow Creek Wealth Management
California
$607K -$23.2K -222 -4%
1CP
1699
17 Capital Partners
Arizona
$607K +$88.3K +844 +17%
LCM
1700
Lazari Capital Management
California
$607K +$20.7K +198 +4%