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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 %
CWA
1926
Crux Wealth Advisors
California
$383K -$2.72K -26 -0.7%
KIA
1927
KCM Investment Advisors
California
$382K +$9.73K +93 +3%
GWM
1928
GDS Wealth Management
Texas
$382K +$10.6K +101 +3%
PCMF
1929
Private Capital Management (Florida)
Florida
$381K +$190K +1,818 +100%
NCM
1930
NCM Capital Management
New Jersey
$380K
HDIM
1931
Hanson & Doremus Investment Management
Vermont
$380K +$27.4K +262 +8%
HPA
1932
High Probability Advisors
New York
$379K -$8.68K -83 -2%
JWS
1933
Juncture Wealth Strategies
Arizona
$379K -$2.09K -20 -0.5%
TAM
1934
TCP Asset Management
Ohio
$378K
MCM
1935
M1 Capital Management
Michigan
$378K -$47.5K -454 -11%
DIP
1936
DT Investment Partners
Pennsylvania
$377K -$293K -2,800 -44%
OWA
1937
Octavia Wealth Advisors
Ohio
$377K +$1.05K +10 +0.3%
SL
1938
Sentry LLC
Tennessee
$377K +$57.8K +553 +18%
ECM
1939
Elgethun Capital Management
South Dakota
$376K +$237K +2,271 +172%
COFSG
1940
Carbahal Olsen Financial Services Group
California
$376K +$4.18K +40 +1%
D
1941
Dentgroup
Louisiana
$375K -$32.5K -311 -8%
FC
1942
Forte Capital
New York
$375K +$36K +344 +11%
TW
1943
Transform Wealth
Colorado
$375K -$74.5K -712 -17%
PAMG
1944
Patton Albertson Miller Group
Tennessee
$374K -$20.9K -200 -5%
BFA
1945
Buttonwood Financial Advisors
Maryland
$373K -$49K -469 -12%
LA
1946
LexAurum Advisors
Kansas
$373K +$837 +8 +0.2%
WMA
1947
West Michigan Advisors
Michigan
$372K -$41K -392 -10%
BFC
1948
Bedel Financial Consulting
Indiana
$370K -$252K -2,474 -40%
AFP
1949
Ausdal Financial Partners
Iowa
$369K +$72.1K +690 +24%
WAG
1950
Wiser Advisor Group
Arizona
$368K -$9.72K -93 -3%