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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 %
ARA
1901
Alexander Randolph Advisory
Virginia
$407K -$44.5K -426 -10%
APWA
1902
Atlas Private Wealth Advisors
New Jersey
$407K +$199K +1,900 +96%
TCM
1903
Tassel Capital Management
North Carolina
$406K +$2.09K +20 +0.5%
MCM
1904
Mitchell Capital Management
Kansas
$405K -$47.6K -455 -11%
SWC
1905
Spectrum Wealth Counsel
Indiana
$403K -$2.29M -21,936 -85%
LF
1906
LifeSteps Financial
California
$402K -$2.72K -26 -0.7%
NCM
1907
Novare Capital Management
North Carolina
$399K -$788K -7,539 -66%
AWAG
1908
ARS Wealth Advisors Group
Florida
$398K +$5.33K +51 +1%
AF
1909
Alerus Financial
North Dakota
$397K
C1AG
1910
Client 1st Advisory Group
Florida
$395K +$1.99K +19 +0.5%
RAM
1911
Redmond Asset Management
Virginia
$394K +$2.72K +26 +0.7%
SBWIC
1912
Schaper Benz & Wise Investment Counsel
Wisconsin
$393K
PWM
1913
Penobscot Wealth Management
Maine
$393K +$42.8K +409 +12%
CL
1914
CVFG LLC
Indiana
$393K -$30.7K -294 -7%
T. Rowe Price Associates
1915
T. Rowe Price Associates
Maryland
$390K
First Trust Advisors
1916
First Trust Advisors
Illinois
$390K +$4.08K +39 +1%
BONH
1917
Bank of New Hampshire
New Hampshire
$390K
FVCM
1918
F&V Capital Management
Florida
$389K -$42.4K -405 -10%
CFP
1919
Cascade Financial Partners
California
$389K -$1.36K -13 -0.3%
GAMC
1920
Garner Asset Management Corp
Texas
$388K -$61.3K -586 -14%
CWP
1921
CFM Wealth Partners
Texas
$387K +$15.6K +149 +4%
CPW
1922
Cove Private Wealth
New York
$385K +$125K +1,200 +48%
AA
1923
Ashford Advisors
New York
$385K +$385K +3,685 New
ST
1924
Sentinel Trust
Texas
$384K
TWA
1925
TCI Wealth Advisors
Arizona
$383K +$74.1K +709 +24%