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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 %
WB
2176
West Bancorporation
Iowa
$244K -$2.09K -20 -0.8%
LWM
2177
LeConte Wealth Management
Tennessee
$244K +$244K +2,333 New
AWM
2178
Aberdeen Wealth Management
Illinois
$244K
CIS
2179
Connors Investor Services
Pennsylvania
$243K +$20.6K +197 +9%
SWA
2180
SFMG Wealth Advisors
Texas
$243K +$418 +4 +0.2%
GI
2181
GLOBALT Investments
Georgia
$243K -$143K -1,364 -37%
E3F
2182
Eight 31 Financial
Texas
$243K +$35.8K +342 +17%
RW
2183
REDW Wealth
New Mexico
$243K +$40.3K +385 +20%
RFA
2184
Rollins Financial Advisors
New York
$243K -$40.5K -387 -14%
BCMLT
2185
Beacon Capital Management LLC (Tennessee)
Tennessee
$243K -$38.6K -369 -14%
HPBT
2186
Hickory Point Bank & Trust
Illinois
$242K -$3.66K -35 -1%
BZWA
2187
Blue Zone Wealth Advisors
California
$241K +$241K +2,302 New
TWP
2188
Tempus Wealth Planning
California
$241K -$30.9K -295 -11%
PW
2189
Pandora Wealth
Illinois
$241K +$241K +2,300 New
HGWM
2190
Horst & Graben Wealth Management
Oregon
$240K +$4.6K +44 +2%
GC
2191
Guidance Capital
Kentucky
$239K -$22.7M -220,324 -99%
4WM
2192
4J Wealth Management
Virginia
$239K -$8.57K -82 -3%
WFA
2193
Wade Financial Advisory
California
$239K +$1.99K +19 +0.8%
CRI
2194
Colonial River Investments
Virginia
$238K -$18K -172 -7%
AAM
2195
Augustine Asset Management
Florida
$238K -$1.99K -19 -0.8%
SWMP
2196
Signature Wealth Management Partners
New Jersey
$238K -$73.1K -699 -23%
PSP
2197
Pacific Sage Partners
Washington
$238K +$19.1K +183 +9%
Kayne Anderson Rudnick Investment Management
2198
Kayne Anderson Rudnick Investment Management
California
$236K +$10.6K +101 +5%
GF
2199
Gimbal Financial
Indiana
$236K
VAMG
2200
Voisard Asset Management Group
Michigan
$235K -$3.24K -31 -1%