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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,456 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.91%
New
142
Increased
903
Reduced
1,154
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$246M
2
Cerity Partners
Cerity Partners
New York
+$138M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$128M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$124M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$102M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$433M
2
MMEA
Main Management ETF Advisors
California
-$341M
3
Goldman Sachs
Goldman Sachs
New York
-$339M
4
HNB
Huntington National Bank
Ohio
-$199M
5
UBS AM
UBS AM
Illinois
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
226
Fiera Capital (Canada)
Quebec, Canada
$26.6M -$6.48M -59,301 -20%
SFS
227
Summit Financial Strategies
Ohio
$26.3M +$3.22M +29,474 +14%
RWB
228
RMR Wealth Builders
New Jersey
$26.3M +$1.64M +14,985 +7%
BHIA
229
Birch Hill Investment Advisors
Massachusetts
$26.3M -$2.94M -26,859 -10%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$26.2M +$4.3M +39,373 +20%
SPP
231
Single Point Partners
Massachusetts
$26.1M -$888K -8,126 -3%
GL
232
Graypoint LLC
New York
$26M -$13.2M -120,359 -34%
FFS
233
Founders Financial Securities
Maryland
$26M +$2.19M +20,024 +9%
BHWM
234
Bar Harbor Wealth Management
New Hampshire
$25.7M +$88.5K +810 +0.3%
WTC
235
WhitTier Trust Company
Nevada
$25.5M +$463K +4,234 +2%
MP
236
Mangrove Partners
Connecticut
$25.5M +$1.05M +9,578 +4%
MT
237
Midwest Trust
Kansas
$25.3M +$25.3M +231,622 New
HL
238
HeadInvest LLC
Maine
$25.3M -$1.8M -16,458 -7%
LBC
239
Lowe Brockenbrough & Co
Virginia
$25.1M +$1.31M +11,988 +6%
FMC
240
First Merchants Corp
Indiana
$24.9M -$2.31M -21,113 -8%
HI
241
Horizon Investments
North Carolina
$24.7M -$54.8M -501,070 -69%
FWA
242
FORM Wealth Advisors
Wisconsin
$24.7M +$4.2M +38,468 +21%
RRA
243
Round Rock Advisors
Connecticut
$24.6M +$530K +4,848 +2%
GBWM
244
Granite Bay Wealth Management
New Hampshire
$24.6M +$2.74M +25,115 +13%
PWAM
245
Private Wealth Asset Management
Iowa
$24.5M -$784K -7,169 -3%
AWA
246
Alaska Wealth Advisors
Alaska
$24.5M +$2.56M +23,381 +12%
JAG
247
Journey Advisory Group
Kentucky
$24.5M -$91.6K -838 -0.4%
CMA
248
Cedar Mountain Advisors
Oregon
$24.4M +$402K +3,675 +2%
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$24.4M -$23.4M -213,981 -49%
ETS
250
ESL Trust Services
New York
$24M +$2.07M +18,955 +9%
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