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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 %
EWM
1976
Elevatus Welath Management
New York
$355K +$105 +1 +0%
FFG
1977
Foundry Financial Group
New Hampshire
$355K -$125K -1,191 -26%
PCM
1978
Poehling Capital Management
Wisconsin
$355K
IWN
1979
Independent Wealth Network
Iowa
$355K -$4.71K -45 -1%
IPAM
1980
Investment Partners Asset Management
New Jersey
$354K +$28.4K +272 +9%
PWMG
1981
Private Wealth Management Group
New Jersey
$352K +$1.05K +10 +0.3%
HFA
1982
High Falls Advisors
New York
$351K -$11.8K -113 -3%
DWP
1983
Daymark Wealth Partners
Ohio
$351K +$418 +4 +0.1%
DIA
1984
Davidson Investment Advisors
Montana
$350K -$59.2K -566 -14%
CWP
1985
Concord Wealth Partners
Virginia
$347K -$11.4K -109 -3%
SCM
1986
Sage Capital Management
New Jersey
$346K +$523 +5 +0.2%
DF
1987
Dunhill Financial
United Kingdom
$346K -$17.1K -164 -5%
FM
1988
Foster & Motley
Ohio
$345K -$4.29K -41 -1%
PWS
1989
Peloton Wealth Strategists
Indiana
$345K +$13.1K +125 +4%
PFA
1990
Portland Financial Advisors
New York
$345K -$44.2K -423 -11%
EHC
1991
Everett Harris & Co
California
$344K
T
1992
Tableaux
Massachusetts
$342K -$13.5K -129 -4%
RCM
1993
RMR Capital Management
California
$342K
WHCFA
1994
William Howard & Co Financial Advisors
Tennessee
$342K +$105 +1 +0%
FRA
1995
Frank Rimerman Advisors
California
$341K
HCMT
1996
Highland Capital Management (Tennessee)
Tennessee
$341K -$16.3K -156 -5%
SWM
1997
Segment Wealth Management
Texas
$340K
FCIM
1998
Fairview Capital Investment Management
California
$340K
OC
1999
Oarsman Capital
Wisconsin
$338K -$1.99K -19 -0.6%
FA
2000
FSA Advisors
Michigan
$337K +$337K +3,224 New