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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 %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.08B +$96.6M +923,688 +2%
Bank of America
2
Bank of America
North Carolina
$3.45B +$97.4M +931,451 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.13B -$256M -2,452,119 -11%
Morgan Stanley
4
Morgan Stanley
New York
$1.96B -$47.3M -452,118 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.86B -$36.8M -351,857 -2%
Wells Fargo
6
Wells Fargo
California
$1.79B -$4.1M -39,176 -0.2%
LPL Financial
7
LPL Financial
California
$1.66B +$26.3M +251,169 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$1.47B -$13.7M -131,333 -0.9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.37B -$92.4M -883,371 -6%
UBS Group
10
UBS Group
Switzerland
$1.11B -$135M -1,291,117 -11%
Northern Trust
11
Northern Trust
Illinois
$1.01B +$30.2M +288,514 +3%
Goldman Sachs
12
Goldman Sachs
New York
$968M +$35.5M +339,117 +4%
FCAS
13
First Command Advisory Services
Texas
$937M +$16.3M +155,476 +2%
Financial Engines Advisors
14
Financial Engines Advisors
California
$913M +$36.8M +351,591 +4%
BlackRock
15
BlackRock
New York
$862M -$1.9M -18,203 -0.2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$847M -$3.82M -36,561 -0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$758M -$7.9M -75,538 -1%
NMIMC
18
Northwestern Mutual Investment Management Company
Wisconsin
$671M +$281M +2,684,610 +72%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$592M +$83.8M +801,383 +16%
Ameriprise
20
Ameriprise
Minnesota
$563M -$17.4M -166,302 -3%
GT
21
Glenmede Trust
Pennsylvania
$548M -$2.93M -27,985 -0.5%
US Bancorp
22
US Bancorp
Minnesota
$539M +$565K +5,405 +0.1%
PPFA
23
Provida Pension Fund Administrator
Chile
$452M -$77.6M -742,155 -15%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$438M +$8.64M +82,646 +2%
WANY
25
Wealthspire Advisors (New York)
New York
$406M +$208M +1,991,742 +105%