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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 %
MFWP
2151
Mosaic Family Wealth Partners
Missouri
$256K +$27.7K +265 +12%
TVM
2152
True Vision MN
Minnesota
$256K -$6.69K -64 -3%
FCH
2153
Freestone Capital Holdings
Washington
$254K -$21.8K -208 -8%
MPW
2154
Monterey Private Wealth
California
$254K +$314 +3 +0.1%
NIWA
2155
New Insight Wealth Advisors
California
$253K -$57.6K -551 -19%
WRPWM
2156
Werba Rubin Papier Wealth Management
California
$253K -$8.78K -84 -3%
MHR
2157
Matthew Hamilton Rosenberg
$252K -$4.81K -46 -2%
MPW
2158
MGO Private Wealth
California
$252K
BWM
2159
BCGM Wealth Management
Indiana
$252K -$9.1K -87 -3%
RA
2160
Rockingstone Advisors
Massachusetts
$251K
CWM
2161
Copia Wealth Management
Oregon
$251K +$12K +115 +5%
CK
2162
Cohen Klingenstein
New York
$251K
TW
2163
Towerpoint Wealth
California
$251K +$1.26K +12 +0.5%
DI
2164
DDFG Inc
California
$250K +$523 +5 +0.2%
RWM
2165
Riverbend Wealth Management
South Carolina
$250K +$9.31K +89 +4%
IAG
2166
Investmark Advisory Group
Connecticut
$250K +$837 +8 +0.3%
BOSSRA
2167
B.O.S.S. Retirement Advisors
Utah
$249K -$628 -6 -0.3%
SCA
2168
Stillwater Capital Advisors
Pennsylvania
$249K
TA
2169
TrueWealth Advisors
Alabama
$249K +$58.4K +558 +31%
SWM
2170
SFG Wealth Management
Maryland
$248K +$8.37K +80 +3%
PCS
2171
Private Client Services
Kentucky
$248K +$30.2K +289 +14%
SCM
2172
Seascape Capital Management
New Hampshire
$247K -$35.9K -344 -13%
IHWM
2173
Iron Horse Wealth Management
Iowa
$247K +$6.07K +58 +3%
TPBG
2174
Turning Point Benefit Group
Maryland
$246K +$246K +2,632 New
CSB
2175
City State Bank
Iowa
$245K