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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 %
HCC
1951
Hirtle Callaghan & Co
Pennsylvania
$368K +$13.4K +128 +4%
PMG
1952
Private Management Group
California
$366K +$3.56K +34 +1%
NA
1953
Nautilus Advisors
California
$365K
RLWM
1954
RF&L Wealth Management
Massachusetts
$364K
HWM
1955
Howard Wealth Management
Connecticut
$364K -$6.9K -66 -2%
HFM
1956
Hartford Financial Management
Connecticut
$364K -$5.75K -55 -2%
WAG
1957
Winthrop Advisory Group
Massachusetts
$364K +$5.12K +49 +1%
AAP
1958
Arax Advisory Partners
Colorado
$363K +$25.4K +243 +8%
TSMHT
1959
Thurston Springer Miller Herd & Titak
Indiana
$363K -$14.1K -135 -4%
CA
1960
CGN Advisors
Kansas
$362K +$8.57K +82 +2%
I
1961
INVST
Indiana
$361K +$33.2K +317 +10%
MWP
1962
MYCIO Wealth Partners
Pennsylvania
$361K +$1.05K +10 +0.3%
DE
1963
Diversified Enterprises
Delaware
$360K +$88.5K +846 +33%
CWS
1964
Cypress Wealth Services
California
$359K -$184K -1,764 -34%
CP
1965
Clarendon Private
Massachusetts
$359K +$1.15K +11 +0.3%
PFA
1966
Petra Financial Advisors
Colorado
$358K -$7.32K -70 -2%
ACI
1967
Alpha Cubed Investments
California
$358K -$30.7K -294 -8%
GFG
1968
Greystone Financial Group
Michigan
$358K -$307K -2,937 -46%
B
1969
Bensler
Washington
$358K -$82.4K -788 -19%
WF
1970
WoodTrust Financial
Wisconsin
$357K -$96.1K -920 -21%
SAM
1971
Strive Asset Management
Ohio
$357K -$159K -1,521 -31%
NFG
1972
Nadler Financial Group
Illinois
$356K
KWM
1973
KFG Wealth Management
Indiana
$356K +$14K +134 +4%
VWM
1974
Vermillion Wealth Management
Minnesota
$356K -$23.1K -221 -6%
RF
1975
Rossby Financial
Florida
$355K +$48.5K +486 +16%