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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 %
SFP
2276
Sandbox Financial Partners
Maryland
$202K -$40.5K -387 -17%
FC
2277
FCA Corp
Texas
$202K +$2.41K +23 +1%
GWP
2278
Gen-Wealth Partners
Michigan
$201K -$21.8K -208 -10%
OWA
2279
ORBA Wealth Advisors
Illinois
$200K -$10.5K -100 -5%
BWL
2280
Bogart Wealth LLC
Virginia
$200K +$4.08K +39 +2%
FAM
2281
Flaharty Asset Management
Florida
$200K -$52.3K -500 -21%
LI
2282
LMCG Investments
Massachusetts
$200K -$8.68K -83 -4%
VWA
2283
Valued Wealth Advisors
Utah
$199K
LB
2284
Legacy Bridge
Iowa
$196K +$24.9K +238 +15%
FFC
2285
First Financial Corp
Indiana
$190K
Schroder Investment Management Group
2286
Schroder Investment Management Group
United Kingdom
$188K -$14.6M -139,932 -99%
MCM
2287
Manchester Capital Management
Vermont
$188K
IRAG
2288
Investment Research & Advisory Group
Georgia
$186K
BA
2289
Ballast Advisors
Minnesota
$182K -$36.8K -352 -17%
LWMI
2290
Legacy Wealth Management (Idaho)
Idaho
$182K +$173K +1,658 +2,126%
IBOK
2291
Independence Bank of Kentucky
Kentucky
$178K +$209 +2 +0.1%
CPA
2292
Compass Planning Associates
Massachusetts
$178K +$32.8K +314 +23%
HNW
2293
High Note Wealth
Minnesota
$178K
CCMI
2294
Creative Capital Management Investments
California
$175K +$41.8K +400 +31%
TWM
2295
Topsail Wealth Management
North Carolina
$175K -$4.6K -44 -3%
GA
2296
GoalVest Advisory
New York
$174K
CVM
2297
Cheviot Value Management
California
$173K -$53.6K -524 -24%
VCM
2298
Versant Capital Management
Arizona
$171K
OL
2299
one8zero8 LLC
North Carolina
$162K +$15.7K +150 +11%
RTL
2300
Red Tortoise LLC
Georgia
$162K