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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 %
PAA
2126
Peregrine Asset Advisers
Oregon
$272K -$13.4K -128 -5%
PWM
2127
Paulson Wealth Management
Illinois
$271K +$523 +5 +0.2%
CL
2128
CIM LLC
New York
$270K -$51.2K -490 -16%
APP
2129
Avantax Planning Partners
Iowa
$268K -$61.7K -590 -19%
FFM
2130
Forum Financial Management
Illinois
$268K -$124K -1,189 -32%
SAM
2131
Strategy Asset Managers
California
$267K -$99.5K -951 -27%
IC
2132
Iconiq Capital
California
$266K +$732 +7 +0.3%
PIA
2133
Pollock Investment Advisors
Michigan
$266K
AC
2134
AlphaCore Capital
California
$265K +$11.2K +107 +4%
HBWM
2135
Hollow Brook Wealth Management
New York
$265K -$185K -1,767 -41%
EGA
2136
E&G Advisors
Texas
$264K
BAMG
2137
Brand Asset Management Group
Missouri
$263K
KWM
2138
Kaydan Wealth Management
Michigan
$263K -$17.8K -170 -6%
PAWA
2139
Palo Alto Wealth Advisors
California
$263K
NA
2140
Novus Advisors
South Carolina
$262K -$732 -7 -0.3%
CFG
2141
Clayton Financial Group
Missouri
$261K -$3.35K -32 -1%
CF
2142
Corebridge Financial
Texas
$261K -$544K -5,200 -68%
ACIM
2143
Azimuth Capital Investment Management
Michigan
$261K +$18.3K +175 +8%
IFS
2144
Ifrah Financial Services
Arkansas
$260K -$5.02K -48 -2%
AIC
2145
Allodium Investment Consultants
Minnesota
$260K +$732 +7 +0.3%
GC
2146
GFG Capital
Florida
$259K -$732 -7 -0.3%
DHC
2147
Drum Hill Capital
Connecticut
$258K
FNB
2148
Farmers National Bank
Kentucky
$257K +$23.2K +222 +10%
DBRC
2149
D.B. Root & Company
Pennsylvania
$257K -$12.9K -123 -5%
AIP
2150
Almanack Investment Partners
Pennsylvania
$256K -$980K -9,371 -79%