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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 %
JGIA
2301
Jackson Grant Investment Advisers
Connecticut
$161K -$9.1K -87 -5%
DWM
2302
Darwin Wealth Management
Florida
$160K
AWM
2303
Angeles Wealth Management
California
$156K
ICM
2304
Islay Capital Management
Texas
$155K -$10.9K -104 -7%
MSWM
2305
Mowery & Schoenfeld Wealth Management
Illinois
$152K +$152K +1,450 New
WWM
2306
Wagner Wealth Management
South Carolina
$150K +$105 +1 +0.1%
QC
2307
Quent Capital
New York
$148K -$23.1K -221 -14%
MWM
2308
MGB Wealth Management
Texas
$144K
Bank Julius Baer & Co
2309
Bank Julius Baer & Co
Switzerland
$142K -$3.84M -32,485 -96%
CFS
2310
CGC Financial Services
Oregon
$141K
AP
2311
Atwood & Palmer
Missouri
$140K
KWM
2312
Kiker Wealth Management
Georgia
$139K +$67.7K +647 +95%
WPA
2313
Wealth Preservation Advisors
Tennessee
$139K +$139K +1,326 New
GIP
2314
Granite Investment Partners
California
$133K
GWSA
2315
Global Wealth Strategies & Associates
Colorado
$133K -$3.14K -30 -2%
OIA
2316
Optimum Investment Advisors
Illinois
$129K
RFA
2317
Register Financial Advisors
Georgia
$127K -$1.26K -12 -1%
EK
2318
Evensky & Katz
Florida
$123K -$40K -381 -25%
BIG
2319
Brooklyn Investment Group
New York
$118K +$76K +727 +181%
LCM
2320
Logan Capital Management
Pennsylvania
$116K +$6.9K +66 +6%
MFA
2321
Morling Financial Advisors
California
$114K -$2.09K -20 -2%
NC
2322
North Capital
Utah
$114K +$114K +1,087 New
MM
2323
Main Management
California
$113K -$22.6M -215,270 -100%
BTD
2324
BankPlus Trust Department
Mississippi
$113K +$60.4K +578 +116%
FIM
2325
FWL Investment Management
Texas
$111K -$3.77K -36 -3%