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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 %
FFA
2451
Frazier Financial Advisors
Ohio
$12.2K
CSPIA
2452
Cary Street Partners Investment Advisory
Virginia
$12.1K -$1.05K -10 -8%
EWA
2453
Elevate Wealth Advisory
Georgia
$11.6K
YAL
2454
Your Advocates Ltd
Texas
$11.6K
TCM
2455
Tanaka Capital Management
New York
$11K
SAS
2456
Spurstone Advisory Services
Connecticut
$11K +$11K +105 New
NWM
2457
Nova Wealth Management
Florida
$10.5K +$6.59K +63 +170%
FUBT
2458
First United Bank & Trust
Maryland
$9.93K -$4.18K -40 -30%
APW
2459
Atlantic Private Wealth
North Carolina
$9.92K
PAIM
2460
Punch & Associates Investment Management
Minnesota
$9.73K +$1.88K +18 +24%
RAM
2461
Riggs Asset Management
Pennsylvania
$9.52K -$21.4K -205 -69%
PP
2462
PFS Partners
New Jersey
$9.04K
AWM
2463
AllSquare Wealth Management
New York
$8.99K
CWM
2464
CarsonAllaria Wealth Management
Illinois
$8.35K -$6.76K -64 -45%
CSC
2465
Caldwell Sutter Capital
California
$8.26K
1IA
2466
1620 Investment Advisors
Massachusetts
$8.16K -$7.32K -70 -47%
RMC
2467
Resources Management Corp
Connecticut
$8K
WA
2468
WPG Advisers
Maryland
$7.84K
BAM
2469
Byrne Asset Management
New Jersey
$7.11K +$7.11K +68 New
PIP
2470
Peachtree Investment Partners
Florida
$7.01K
HFS
2471
Hantz Financial Services
Michigan
$7K +$7K +64 New
RWM
2472
Ruedi Wealth Management
Illinois
$6.59K
GCM
2473
Gables Capital Management
Florida
$6.27K
FMP
2474
Financial Management Professionals
Texas
$5.75K
LC
2475
Luminist Capital
Michigan
$5.24K