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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 %
CCA
2051
Clarity Capital Advisors
Florida
$311K +$941 +9 +0.3%
AGP
2052
Aspire Growth Partners
Florida
$311K +$6.21K +61 +2%
CWM
2053
Collaborative Wealth Management
Florida
$311K +$51.9K +496 +20%
PCG
2054
Prosperity Consulting Group
Maryland
$310K +$310K +2,968 New
DP
2055
DDD Partners
Washington
$309K -$3.66K -35 -1%
CF
2056
Claris Financial
Virginia
$308K
HFO
2057
Heritage Family Offices
Arizona
$307K +$314 +3 +0.1%
ORC
2058
O'Rourke & Company
Massachusetts
$307K -$13K -124 -4%
Loomis, Sayles & Company
2059
Loomis, Sayles & Company
Massachusetts
$307K -$2.59M -24,789 -89%
LWA
2060
Lifelong Wealth Advisors
Minnesota
$307K -$52.8K -505 -15%
SIM
2061
Synergy Investment Management
Florida
$306K
CCA
2062
Checchi Capital Advisers
California
$304K
PS
2063
Pinney & Scofield
Massachusetts
$304K
BL
2064
BFSG LLC
California
$303K -$4.92K -47 -2%
VAG
2065
VisionPoint Advisory Group
Texas
$302K +$302K +2,890 New
PWM
2066
Palumbo Wealth Management
New York
$302K +$4.18K +40 +1%
IIL
2067
Insight Inv LLC
California
$301K
NG
2068
Norden Group
Utah
$300K -$12.4K -119 -4%
SC
2069
Soundwatch Capital
Connecticut
$299K -$85.2K -815 -22%
AFAS
2070
Acorn Financial Advisory Services
Virginia
$299K -$2.51K -24 -0.8%
NCG
2071
Newport Capital Group
New Jersey
$299K -$837 -8 -0.3%
MAG
2072
M3 Advisory Group
Massachusetts
$298K +$3.56K +34 +1%
AFA
2073
AA Financial Advisors
Ohio
$298K -$25.6K -245 -8%
MMHP
2074
Murphy Middleton Hinkle & Parker
Georgia
$298K
CFA
2075
Capstone Financial Advisors
Illinois
$298K +$732 +7 +0.2%