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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 %
AA
2326
Addison Advisors
Vermont
$110K
AGWCA
2327
Annis Gardner Whiting Capital Advisors
Florida
$110K
MWA
2328
Moser Wealth Advisors
Washington
$109K +$109K +1,045 New
LWA
2329
Lowe Wealth Advisors
Maryland
$108K
CCG
2330
Ceeto Capital Group
Florida
$108K
HWA
2331
HHM Wealth Advisors
Tennessee
$107K +$8.26K +79 +8%
CFP
2332
Comprehensive Financial Planning
Pennsylvania
$101K +$209 +2 +0.2%
MIM
2333
MTM Investment Management
South Carolina
$101K +$2.62K +25 +3%
AIA
2334
Armor Investment Advisors
North Carolina
$100K
APW
2335
Acima Private Wealth
Virginia
$99.7K +$12.9K +123 +15%
HHGA
2336
Halbert Hargrove Global Advisors
California
$97.3K
DCM
2337
Disciplina Capital Management
Tennessee
$96.1K
PP
2338
Pacifica Partners
Canada
$95.4K -$14.6K -148 -13%
POIA
2339
Pin Oak Investment Advisors
Texas
$95K -$20.6K -198 -18%
PSB
2340
Piscataqua Savings Bank
New Hampshire
$93K
CTB
2341
Country Trust Bank
Illinois
$90.7K
MFA
2342
McClarren Financial Advisors
Pennsylvania
$90K +$90K +796 New
MBFW
2343
Morton Brown Family Wealth
Pennsylvania
$89.5K -$1.05K -10 -1%
WTFG
2344
Wood Tarver Financial Group
Idaho
$89.1K +$69.5K +665 +356%
BFP
2345
Briaud Financial Planning
Texas
$87K +$84.2K +805 +2,981%
RFA
2346
Reyes Financial Architecture
California
$86.2K
LC
2347
Lavaca Capital
Texas
$85.6K -$318K -3,045 -79%
DPW
2348
DiNuzzo Private Wealth
Pennsylvania
$81.6K
WAOTB
2349
Wealth Advisors of Tampa Bay
Florida
$80.7K +$80.7K +772 New
T
2350
Transce3nd
Texas
$80K -$26.6K -254 -25%