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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 %
JWA
201
JFS Wealth Advisors
Pennsylvania
$32.4M +$289K +2,768 +0.9%
MA
202
MCF Advisors
Kentucky
$32.3M +$1.36M +13,027 +4%
FFBTD
203
First Financial Bank - Trust Division
Ohio
$32.2M +$4.18M +39,926 +15%
MFG
204
Magnus Financial Group
New York
$32M -$505K -4,829 -2%
CFO
205
Colony Family Offices
North Carolina
$31.8M -$1.47M -14,034 -4%
Fiera Capital (Canada)
206
Fiera Capital (Canada)
Quebec, Canada
$31.6M -$5.6M -53,515 -15%
FA
207
Fountainhead AM
New Jersey
$31.3M +$1.89M +18,050 +6%
ASN
208
Advisory Services Network
Georgia
$31M -$167K -1,597 -0.5%
IA
209
IFG Advisors
Missouri
$30.5M +$7.36M +70,422 +32%
FFA
210
Fi3 Financial Advisors
Indiana
$30M -$2.41M -23,036 -7%
PWP
211
Principle Wealth Partners
Connecticut
$29.8M +$809K +7,735 +3%
GLLW
212
Graves Light Lenhart Wealth
Virginia
$29.6M +$490K +4,683 +2%
HI
213
Hudock Inc
Pennsylvania
$29.5M +$256K +2,450 +0.9%
Lido Advisors
214
Lido Advisors
California
$29.3M -$813K -7,775 -3%
SC
215
Savant Capital
Illinois
$29M -$4.91M -46,918 -14%
RFA
216
RTD Financial Advisors
Pennsylvania
$28.8M +$15.5K +148 +0.1%
FFA
217
Farther Finance Advisors
California
$28.6M +$3.52M +33,556 +14%
SIC
218
Shoker Investment Counsel
Ohio
$28.4M +$207K +1,978 +0.7%
WAM
219
Wallington Asset Management
Indiana
$28.4M +$166K +1,590 +0.6%
FCI
220
Financial Counselors Inc
Kansas
$28.3M -$173K -1,654 -0.6%
DADC
221
D.A. Davidson & Co
Montana
$28.2M +$745K +7,122 +3%
MPWT
222
MassMutual Private Wealth & Trust
Connecticut
$28M +$3.95M +37,753 +16%
BHIA
223
Birch Hill Investment Advisors
Massachusetts
$27.9M +$293K +2,801 +1%
PA
224
Pinnacle Associates
New York
$27.5M -$404K -3,867 -1%
CIA
225
Capital Investment Advisors
Georgia
$27.2M -$239K -2,284 -0.9%