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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 %
DKCM
1776
Davidson Kahn Capital Management
California
$527K +$28.5K +273 +6%
AC
1777
Allstate Corporation
Illinois
$523K +$523K +5,000 New
BCA
1778
Ballentine Capital Advisors
South Carolina
$522K
LOPW
1779
Live Oak Private Wealth
North Carolina
$520K +$1.36K +13 +0.3%
FA
1780
Fermata Advisors
California
$518K +$110K +1,052 +27%
VCP
1781
Vista Capital Partners
Oregon
$518K
HP
1782
Holistic Planning
Texas
$516K +$2.93K +28 +0.6%
LIM
1783
Loudon Investment Management
New Hampshire
$513K +$2.61K +25 +0.5%
GPWM
1784
Grant Private Wealth Management
California
$512K +$10.5K +100 +2%
ICM
1785
IMS Capital Management
Oregon
$508K -$90K -861 -15%
AIP
1786
ARS Investment Partners
New York
$505K
WFA
1787
WMG Financial Advisors
Tennessee
$503K
FP
1788
Financial Perspectives
Minnesota
$503K +$21.5K +206 +4%
MSWMA
1789
Market Street Wealth Management Advisors
Indiana
$502K -$30.7K -294 -6%
PP
1790
Postrock Partners
Oregon
$502K
DA
1791
Doliver Advisors
Texas
$502K +$23.7K +227 +5%
LWM
1792
Lakeridge Wealth Management
Ohio
$501K -$101K -966 -17%
BWA
1793
Bordeaux Wealth Advisors
California
$500K
AWM
1794
Aegis Wealth Management
Maryland
$499K +$499K +4,770 New
CAM
1795
Costello Asset Management
Pennsylvania
$498K -$16.7K -160 -3%
WFA
1796
Wells Financial Advisors
Massachusetts
$497K
VCM
1797
Vivaldi Capital Management
Illinois
$497K +$6.8K +65 +1%
NSIM
1798
North Star Investment Management
Illinois
$496K -$67.7K -647 -12%
SAF
1799
Smith Anglin Financial
Texas
$496K -$77.5K -741 -14%
CIAS
1800
CBIZ Investment Advisory Services
Ohio
$496K -$27K -258 -5%