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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 %
AP
1876
Adero Partners
California
$429K
TA
1877
TFB Advisors
Kansas
$426K -$55.6K -532 -12%
BWP
1878
BlueStem Wealth Partners
Minnesota
$424K -$120K -1,145 -22%
LCM
1879
Leisure Capital Management
California
$424K
SF
1880
Safeguard Financial
Wisconsin
$422K -$9.62K -92 -2%
WWA
1881
Wingate Wealth Advisors
Massachusetts
$422K -$125K -1,193 -23%
PA
1882
PSI Advisors
Florida
$422K -$91.6K -876 -18%
GIA
1883
Guyasuta Investment Advisors
Pennsylvania
$421K +$22.1K +211 +6%
MFG
1884
Mosaic Financial Group
Illinois
$421K +$522 +5 +0.1%
GCL
1885
Gouws Capital LLC
North Carolina
$421K +$421K +4,025 New
FPB
1886
First PREMIER Bank
South Dakota
$420K -$22.7K -217 -5%
PSA
1887
Plum Street Advisors
Louisiana
$420K
WCM
1888
Weaver Capital Management
Georgia
$419K
MAM
1889
Milestone Asset Management
Pennsylvania
$419K -$1.08M -10,350 -72%
CCG
1890
Cypress Capital Group
Florida
$418K -$8.99K -86 -2%
LG
1891
LAM Group
Oregon
$418K
DSC
1892
Duncker Streett & Co
Missouri
$417K +$6.27K +60 +2%
BI
1893
Ballast Inc
Kentucky
$416K -$31.3K -299 -7%
KWS
1894
Keystone Wealth Services
California
$412K -$31.1K -297 -7%
KOC
1895
Koss-Olinger Consulting
Florida
$411K +$411K +3,935 New
LRIA
1896
Leonard Rickey Investment Advisors
Washington
$410K -$63.7K -660 -13%
TA
1897
TruWealth Advisors
Louisiana
$410K
AA
1898
Aufman Associates
Pennsylvania
$409K +$732 +7 +0.2%
IIC
1899
Ironwood Investment Counsel
Arizona
$409K +$627 +6 +0.2%
WTB
1900
Washington Trust Bank
Washington
$409K