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

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

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$281M
2
WANY
Wealthspire Advisors (New York)
New York
+$208M
3
UBS AM
UBS AM
Illinois
+$184M
4
Bank of America
Bank of America
North Carolina
+$97.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$96.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$256M
2
HNB
Huntington National Bank
Ohio
-$222M
3
Truist Financial
Truist Financial
North Carolina
-$159M
4
UBS Group
UBS Group
Switzerland
-$135M
5
VWM
Venturi Wealth Management
Texas
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
2501
Financial Enhancement Group
Indiana
– -$22.2M -195,693 Closed
Charles Schwab
2502
Charles Schwab
California
– -$20.2M -175,405 Closed
FDP
2503
Financiere des Professionnels
Quebec, Canada
– -$18.4M -160,100 Closed
SW
2504
SVB Wealth
Massachusetts
– -$17.8M -154,586 Closed
CFGS
2505
Concourse Financial Group Securities
Alabama
– -$12.5M -105,010 Closed
PAS
2506
Park Avenue Securities
New York
– -$11.4M -99,232 Closed
TA
2507
Townsend & Associates
Colorado
– -$11.5M -95,628 Closed
PCM
2508
Penserra Capital Management
California
– -$10.9M -94,669 Closed
TGAM
2509
TBH Global Asset Management
Tennessee
– -$10.5M -90,556 Closed
FAIM
2510
Financial Advocates Investment Management
Washington
– -$9.86M -85,613 Closed
SAMT
2511
Select Asset Management & Trust
Pennsylvania
– -$8.86M -76,856 Closed
RFM
2512
Royal Fund Management
Florida
– -$8.16M -70,839 Closed
GS
2513
GTS Securities
New York
– -$7.2M -62,478 Closed
OCBCO
2514
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$6.68M -57,962 Closed
SGI
2515
Summit Global Investments
Utah
– -$6.12M -53,110 Closed
LJCM
2516
Lee Johnson Capital Management
Texas
– -$6M -52,067 Closed
Renaissance Technologies
2517
Renaissance Technologies
New York
– -$4.64M -40,300 Closed
IMC Chicago
2518
IMC Chicago
Illinois
– -$3.18M -27,579 Closed
VHAM
2519
Van Hulzen Asset Management
California
– -$2.84M -24,644 Closed
NL
2520
NDWM LLC
California
– -$2.55M -22,102 Closed
SFG
2521
Snider Financial Group
Washington
– -$2.53M -21,928 Closed
QT
2522
Quantbot Technologies
New York
– -$2.46M -21,337 Closed
CA
2523
Cambridge Associates
Massachusetts
– -$2.37M -20,598 Closed
EP
2524
Essential Planning
New Hampshire
– -$2.44M -20,449 Closed
IMRF
2525
Illinois Municipal Retirement Fund
Illinois
– -$2.3M -20,000 Closed
99 100
101
102 103