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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 %
CBTWT
2201
Community Bank & Trust (Waco, Texas)
Texas
$235K
MWM
2202
MY Wealth Management
Maryland
$235K
PP
2203
Patron Partners
Texas
$234K +$209 +2 +0.1%
AWP
2204
Ascent Wealth Partners
New York
$233K
RCM
2205
Richardson Capital Management
Wisconsin
$232K +$24.6K +235 +12%
MFS
2206
Madrona Financial Services
Washington
$232K +$38K +363 +20%
CB
2207
Chris Bulman
California
$231K -$8.78K -84 -4%
TR
2208
Tepp RIA
New Jersey
$231K +$105 +1 +0%
PBF
2209
Petix & Botte Financial
California
$230K -$8.37K -80 -4%
SCM
2210
Schnieders Capital Management
California
$229K -$17.7K -169 -7%
WMA
2211
Wealth Management Associates
New Jersey
$229K +$314 +3 +0.1%
BMC
2212
Beaton Management Company
Massachusetts
$229K
CCA
2213
Cypress Capital Advisors
Tennessee
$228K -$11.2K -107 -5%
AFA
2214
Arlington Financial Advisors
California
$228K +$228K +2,179 New
SLG
2215
Stanley-Laman Group
Pennsylvania
$228K +$228K +2,176 New
PIA
2216
Panoramic Investment Advisors
Colorado
$227K +$15.5K +148 +7%
BWP
2217
Bernardo Wealth Planning
Pennsylvania
$227K -$11.6K -111 -5%
CT
2218
Clearstead Trust
Maine
$227K
IWS
2219
Integrity Wealth Solutions
Colorado
$226K +$3.66K +35 +2%
NHC
2220
Nicholas Hoffman & Company
Georgia
$226K -$28.9K -276 -11%
NWA
2221
Navis Wealth Advisors
New York
$225K +$38.3K +366 +20%
EFG
2222
Everhart Financial Group
Ohio
$225K +$6.17K +59 +3%
Fayez Sarofim & Co
2223
Fayez Sarofim & Co
Texas
$224K -$88.9K -850 -28%
TFA
2224
Tobias Financial Advisors
Florida
$224K +$224K +2,143 New
OWM
2225
OneAscent Wealth Management
Alabama
$224K -$15.6K -149 -6%