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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 %
ME
1701
McIlrath & Eck
Washington
$605K -$79K -755 -12%
PIA
1702
Powell Investment Advisors
Florida
$605K +$101K +962 +20%
AAMA
1703
Advanced Asset Management Advisors
Ohio
$605K
BFG
1704
Bouchey Financial Group
New York
$604K -$64.8K -620 -10%
WP
1705
WealthPLAN Partners
Nebraska
$602K +$119K +1,135 +25%
MWA
1706
Meridian Wealth Advisors
Texas
$601K -$67.4K -645 -10%
TLFA
1707
True Link Financial Advisors
California
$599K +$151K +1,447 +34%
TFGT
1708
TS Financial Group (TSFG)
Illinois
$599K +$10.7K +102 +2%
SWM
1709
Sendero Wealth Management
Texas
$593K
TPI
1710
Trust Point Inc
Wisconsin
$592K -$12.7K -121 -2%
Deutsche Bank
1711
Deutsche Bank
Germany
$590K -$5.86K -56 -1%
CIBC Asset Management
1712
CIBC Asset Management
Ontario, Canada
$589K
CWS
1713
Confluence Wealth Services
Pennsylvania
$586K -$138K -1,407 -19%
SEEDPG
1714
S.E.E.D. Planning Group
New York
$585K +$6.17K +59 +1%
EB
1715
Exchange Bank
California
$585K +$22.5K +215 +4%
RRWA
1716
Rainey & Randall Wealth Advisors
Florida
$585K +$941 +9 +0.2%
CMI
1717
Clare Market Investments
Texas
$584K -$20.6K -197 -3%
GHAM
1718
Gilman Hill Asset Management
Connecticut
$583K -$10.6K -101 -2%
AIS
1719
American Investment Services
Massachusetts
$582K -$10.5K -100 -2%
NP
1720
Nilsine Partners
Colorado
$582K +$38.1K +364 +7%
SWM
1721
Silverlake Wealth Management
Vermont
$581K -$8.99K -86 -2%
JCM
1722
Janney Capital Management
Pennsylvania
$581K -$17K -163 -3%
WAL
1723
W Advisors LLC
Tennessee
$580K -$3.97K -38 -0.7%
AAMC
1724
Asset Allocation & Management Company
Illinois
$579K
AT
1725
Arlington Trust
Alabama
$578K +$47.3K +452 +9%