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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 %
FAG
2026
Fortitude Advisory Group
Washington
$323K -$858 -9 -0.3%
WIC
2027
Woodmont Investment Counsel
Tennessee
$322K +$13.4K +128 +4%
SEM
2028
Strategic Equity Management
Arizona
$322K -$2.22M -21,232 -87%
FDCP
2029
Foster Dykema Cabot & Partners
Massachusetts
$321K -$62.4K -597 -16%
OPWM
2030
Oxinas Partners Wealth Management
Indiana
$320K
CWA
2031
Clarity Wealth Advisors
California
$320K
VAS
2032
Vestmark Advisory Solutions
Massachusetts
$320K +$320K +3,060 New
CC
2033
Callan Capital
California
$319K
ML
2034
Mayport LLC
Massachusetts
$319K +$29.6K +283 +10%
GSIAS
2035
Garden State Investment Advisory Services
New Jersey
$318K -$523 -5 -0.2%
WAG
2036
Wallace Advisory Group
California
$316K
GLA
2037
Great Lakes Advisors
Illinois
$315K +$71.1K +680 +29%
CQWA
2038
Chokshi & Queen Wealth Advisors
California
$315K -$132K -1,259 -29%
FEG
2039
Fund Evaluation Group
Ohio
$314K +$837 +8 +0.3%
SEP
2040
Southland Equity Partners
Missouri
$314K -$1.99K -19 -0.6%
CWA
2041
Consilio Wealth Advisors
Washington
$314K -$9.02M -86,055 -97%
SAM
2042
Selway Asset Management
$314K
CNBT
2043
Canandaigua National Bank & Trust
New York
$314K -$28.3K -271 -8%
SHGA
2044
Sand Hill Global Advisors
California
$313K
PFM
2045
Potomac Fund Management
Florida
$313K -$49.4K -523 -14%
MAMG
2046
Milestone Asset Management Group
Connecticut
$313K +$1.99K +19 +0.6%
PP
2047
Patten & Patten
Tennessee
$313K -$16.4K -157 -5%
FAN
2048
Financial Advisors Network
California
$312K +$45.4K +434 +17%
DWM
2049
Diversify Wealth Management
Utah
$312K -$45.6K -452 -13%
BWP
2050
Baldwin Wealth Partners
Massachusetts
$312K +$69.3K +663 +29%