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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 %
DWM
2251
Dogwood Wealth Management
Kansas
$208K +$6.9K +66 +3%
HWM
2252
Hemington Wealth Management
Virginia
$208K -$9.49K -91 -4%
LWM
2253
Level Wealth Management
North Carolina
$207K +$418 +4 +0.2%
CCG
2254
Catalina Capital Group
California
$207K -$93.4K -893 -31%
HWMO
2255
Heritage Wealth Management (Ohio)
Ohio
$207K +$21.4K +205 +12%
MCA
2256
Maryland Capital Advisors
Maryland
$207K
MPW
2257
Magnolia Private Wealth
Pennsylvania
$207K
RA
2258
Rodgers & Associates
Pennsylvania
$207K +$207K +1,976 New
BEC
2259
Blue Edge Capital
Virginia
$206K +$1.57K +15 +0.8%
FMTCOCP
2260
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$206K
RDWM
2261
Red Door Wealth Management
Tennessee
$206K +$15.8K +151 +8%
SCP
2262
Silverleafe Capital Partners
Tennessee
$206K
GIA
2263
Goodwin Investment Advisory
Georgia
$205K -$113K -1,081 -36%
LA
2264
LM Advisors
California
$205K
FFWA
2265
Forthright Family Wealth Advisory
Texas
$205K
SP
2266
Stablepoint Partners
Massachusetts
$205K +$11.7K +112 +6%
CCIA
2267
Cherry Creek Investment Advisors
Colorado
$204K +$2.93K +28 +1%
WFC
2268
Western Financial Corp
California
$204K +$105 +1 +0.1%
NPAN
2269
Northeast Planning Associates NH
New Hampshire
$204K -$10.6K -101 -5%
HH
2270
HWG Holdings
Texas
$204K -$422K -4,037 -67%
MPI
2271
Mairs & Power Inc
Minnesota
$203K -$111K -1,062 -35%
JLBC
2272
J.L. Bainbridge & Co
Florida
$203K
MCM
2273
Morton Capital Management
California
$203K -$30.7K -294 -13%
NEPWA
2274
New England Private Wealth Advisors
Massachusetts
$203K +$105 +1 +0.1%
TCOTS
2275
Trust Company of the South
North Carolina
$203K