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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 %
BWA
2101
Blodgett Wealth Advisors
California
$284K
CFGW
2102
Chancellor Financial Group WB
Pennsylvania
$283K -$3.24K -31 -1%
PCMK
2103
Paragon Capital Management (Kansas)
Kansas
$283K -$16.3K -156 -5%
DWM
2104
Dopkins Wealth Management
New York
$282K
TRIA
2105
Trail Ridge Investment Advisors
Colorado
$282K -$55.2K -528 -16%
RWM
2106
Revisor Wealth Management
Ohio
$282K +$282K +2,693 New
IWC
2107
Infinity Wealth Counsel
Ohio
$280K
SAM
2108
Synergy Asset Management
Washington
$280K -$996K -9,529 -78%
LWM
2109
LongView Wealth Management
Georgia
$280K -$39.1K -374 -12%
SJGA
2110
Stephen J. Garry & Associates
New York
$279K
SFS
2111
Stiles Financial Services
Minnesota
$279K +$3.97K +38 +1%
CWP
2112
Core Wealth Partners
California
$279K
PA
2113
Parkside Advisors
California
$279K
WCG
2114
Weaver Consulting Group
California
$278K +$21.8K +208 +9%
QP
2115
Quartz Partners
New York
$277K
ITC
2116
Inspire Trust Company
Nevada
$276K -$396K -3,791 -59%
CAG
2117
Curtis Advisory Group
California
$276K -$3.45K -33 -1%
DLCIG
2118
D.L. Carlson Investment Group
New Hampshire
$276K +$16K +153 +6%
AEPWM
2119
Atlantic Edge Private Wealth Management
Florida
$275K -$2.01M -19,245 -88%
SIAG
2120
Signet Investment Advisory Group
Rhode Island
$274K
GWSG
2121
GPS Wealth Strategies Group
Colorado
$274K -$3.66K -35 -1%
RCM
2122
Radnor Capital Management
Pennsylvania
$274K +$274K +2,617 New
FWI
2123
Facet Wealth Inc
Maryland
$274K -$69.5K -679 -20%
DWM
2124
Denver Wealth Management
Colorado
$274K -$314 -3 -0.1%
KCM
2125
Kendall Capital Management
Maryland
$273K -$6.17K -59 -2%