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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 %
PIFP
2076
Partners in Financial Planning
Virginia
$297K -$941 -9 -0.3%
WB
2077
Webster Bank
Connecticut
$297K
ECA
2078
Elevated Capital Advisors
Utah
$294K -$12.1K -116 -4%
SBIA
2079
Sheaff Brock Investment Advisors
Indiana
$293K +$75K +717 +34%
EP
2080
EPIQ Partners
Minnesota
$293K
BIG
2081
Brookwood Investment Group
Arizona
$293K +$293K +2,800 New
EFH
2082
Eaton Financial Holdings
Florida
$293K +$418 +4 +0.1%
SMH
2083
Sanders Morris Harris
Texas
$292K +$20.3K +194 +7%
AA
2084
ArborFi Advisors
Michigan
$292K +$6.48K +62 +2%
WA
2085
Wilshire Advisors
California
$292K +$6.3K +602 +2%
FWM
2086
Foguth Wealth Management
Michigan
$292K +$42.7K +408 +17%
GWS
2087
Glassman Wealth Services
Virginia
$291K -$42K -402 -13%
LFA
2088
Legacy Financial Advisors
Kentucky
$290K -$65.2K -624 -18%
IFWM
2089
Institute for Wealth Management
Colorado
$290K -$5.12K -49 -2%
SFG
2090
SNS Financial Group
Minnesota
$290K +$6.8K +65 +2%
RIL
2091
Rothschild Investment LLC
Illinois
$290K +$3.87K +37 +1%
WQ
2092
Wealth Quarterback
New Jersey
$290K -$75.4K -721 -21%
VPF
2093
Vantage Point Financial
Illinois
$289K -$35.6K -340 -11%
FG
2094
Fairman Group
Pennsylvania
$289K -$27.8K -220 -9%
GSC
2095
Ground Swell Capital
South Carolina
$289K +$289K +2,764 New
MW
2096
Members Wealth
Pennsylvania
$287K +$34.2K +327 +14%
GL
2097
Gerber LLC
Ohio
$287K
BDFN
2098
Bond & Devick Financial Network
Minnesota
$286K
CPCM
2099
Cardinal Point Capital Management
Ontario, Canada
$286K +$286K +2,734 New
LWP
2100
LMG Wealth Partners
Louisiana
$286K +$10.2K +98 +4%