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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 %
FNA
1726
First National Advisers
Nebraska
$578K +$3.77K +36 +0.7%
CB
1727
CNB Bank
Pennsylvania
$575K +$21K +201 +4%
SAM
1728
SP Asset Management
California
$574K +$105 +1 +0%
FFA
1729
Founders Financial Alliance
North Carolina
$574K +$82.6K +790 +17%
GDP
1730
Great Diamond Partners
Maine
$573K -$73.9K -707 -11%
BWP
1731
BSW Wealth Partners
Colorado
$572K +$55.5K +531 +11%
APA
1732
Astoria Portfolio Advisors
New York
$571K +$571K +5,834 New
AWA
1733
Alta Wealth Advisors
Massachusetts
$571K -$40.9K -391 -7%
FM
1734
Family Management
New York
$571K
AF
1735
Apollon Financial
South Carolina
$569K +$28.4K +272 +5%
CTWM
1736
Cherry Tree Wealth Management
Minnesota
$568K
WPW
1737
Watershed Private Wealth
Illinois
$566K -$38.6K -369 -6%
RWP
1738
Ridgeline Wealth Planning
Ohio
$566K -$19.6K -187 -3%
SIC
1739
Salem Investment Counselors
North Carolina
$564K +$64.8K +620 +13%
ACS
1740
Archford Capital Strategies
Illinois
$564K +$564K +5,394 New
NB
1741
Nicolet Bankshares
Wisconsin
$564K +$1.67K +16 +0.3%
LWM
1742
Liberty Wealth Management
California
$563K -$51.3K -491 -8%
HPM
1743
Hoxton Planning & Management
West Virginia
$563K +$4.18K +40 +0.7%
I
1744
InvesTrust
Oklahoma
$563K
NAG
1745
Northstar Advisory Group
New Jersey
$562K -$278K -2,655 -33%
PCA
1746
Prosperity Capital Advisors
Ohio
$561K -$29.8K -284 -5%
AIM
1747
Alhambra Investment Management
Florida
$560K +$627 +6 +0.1%
KSWA
1748
Kathleen S. Wright Associates
Pennsylvania
$557K +$5.23K +50 +0.9%
MA
1749
Modus Advisors
Minnesota
$555K +$1.67K +16 +0.3%
LSA
1750
Lion Street Advisors
Texas
$552K -$15.1K -144 -3%