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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 %
TFM
2001
Trademark Financial Management
Minnesota
$335K -$96.9K -927 -22%
BST
2002
Bath Savings Trust
Maine
$334K +$141K +1,348 +73%
SCA
2003
Stonebridge Capital Advisors
Minnesota
$333K -$82.3K -787 -20%
SAM
2004
Seelaus Asset Management
New Jersey
$332K -$48.9K -468 -13%
PWP
2005
Prasad Wealth Partners
Ohio
$332K +$1.05K +10 +0.3%
HT
2006
Heritage Trust
Oklahoma
$331K
TCWM
2007
Total Clarity Wealth Management
Illinois
$331K
AWA
2008
Arbor Wealth Advisors
Michigan
$331K
GAG
2009
GM Advisory Group
New York
$331K +$30.8K +295 +10%
NCM
2010
Northside Capital Management
Oregon
$330K
CWM
2011
Castle Wealth Management
Florida
$330K -$836 -8 -0.3%
PG
2012
Patten Group
Tennessee
$330K -$1.26K -12 -0.4%
RCP
2013
Rothschild Capital Partners
New York
$329K -$96.9K -927 -23%
VA
2014
Vident Advisory
Georgia
$329K -$687K -6,564 -68%
CFO
2015
Collective Family Office
Pennsylvania
$329K -$39.2K -375 -11%
TC
2016
Trust Company
Kansas
$326K -$146K -1,399 -31%
HSG
2017
Helen Stephens Group
Texas
$326K -$2.2K -21 -0.7%
BWP
2018
Balboa Wealth Partners
Arizona
$325K +$22.1K +211 +7%
AWA
2019
Archvest Wealth Advisors
California
$325K -$44.4K -425 -12%
IWP
2020
IAG Wealth Partners
Wisconsin
$325K
AWM
2021
Activest Wealth Management
Florida
$324K -$82.2K -786 -20%
PAM
2022
Pegasus Asset Management
New York
$324K -$5.33K -51 -2%
HIS
2023
Horizon Investment Services
Indiana
$323K
AWM
2024
Avaii Wealth Management
Wisconsin
$323K +$50.2K +480 +18%
SIM
2025
Sterling Investment Management
Arizona
$323K -$13.2K -126 -4%