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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 %
JFG
2351
JDM Financial Group
Texas
$79.7K
SHIM
2352
Stone House Investment Management
Pennsylvania
$79.4K +$79.4K +759 New
SIC
2353
SJS Investment Consulting
Ohio
$78.7K +$31.6K +302 +67%
BCV
2354
Banque Cantonale Vaudoise
Switzerland
$77K +$77K +738 New
WF
2355
Wayfinding Financial
Washington
$77K +$77K +742 New
NFSG
2356
Newbridge Financial Services Group
Florida
$75.6K +$13.3K +127 +21%
LI
2357
LRI Investments
Florida
$74.3K +$51.4K +491 +224%
NRWA
2358
North Ridge Wealth Advisors
Oregon
$73.2K
HCP
2359
Hexagon Capital Partners
Arkansas
$72.5K
WBC
2360
West Branch Capital
Massachusetts
$72.2K -$20.4K -195 -22%
PBK
2361
Peoples Bank (Kansas)
Kansas
$70.8K +$70.8K +677 New
HBW
2362
Hazlett, Burt & Watson
West Virginia
$70K -$14.3K -133 -17%
VBA
2363
von Borstel & Associates
Oregon
$69K +$69K +661 New
PSFG
2364
Park Square Financial Group
Georgia
$68.9K -$71.6K -685 -51%
CF
2365
Collier Financial
Colorado
$67.8K +$8.79K +84 +15%
WW
2366
Winnow Wealth
Texas
$67.2K +$5.85K +56 +10%
MJRIC
2367
Mogy Joel R Investment Counsel
California
$66.7K
BHWM
2368
Beaird Harris Wealth Management
Texas
$66.7K +$16.5K +158 +33%
FWA
2369
Flagship Wealth Advisors
Massachusetts
$66.4K -$3.97K -38 -6%
DCM
2370
Davis Capital Management
Florida
$64.6K +$2.2K +21 +4%
NRG
2371
Nemes Rush Group
Michigan
$64.3K +$5.86K +56 +10%
MCM
2372
Mill Capital Management
North Carolina
$62.7K
HIW
2373
Holos Integrated Wealth
Pennsylvania
$61.5K
SFC
2374
SYM Financial Corp
Indiana
$61.1K +$5.54K +53 +10%
FWM
2375
FSA Wealth Management
Massachusetts
$58.6K +$46.3K +793 +374%