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

2,454 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 141 funds opening new positions, 903 increasing their positions, 1,153 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,454
Holders Change
-41
Holders Change %
-1.64%
% 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
3.92%
New
141
Increased
903
Reduced
1,153
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 %
LW
2501
Lauer Wealth
Indiana
– -$783K -7,768 Closed
FMI
2502
Fiduciary Management Inc
Wisconsin
– -$746K -7,135 Closed
TFA
2503
Tranquilli Financial Advisor
New Jersey
– -$691K -6,611 Closed
JPG
2504
Jordan Park Group
California
– -$661K -6,325 Closed
FBT
2505
First Bankers Trust
Kentucky
– -$647K -6,192 Closed
TVAMP
2506
Tennessee Valley Asset Management Partners
Tennessee
– -$642K -6,141 Closed
EWA
2507
ERTS Wealth Advisors
Michigan
– -$634K -6,067 Closed
CPA
2508
Capital Planning Advisors
California
– -$611K -5,845 Closed
1CP
2509
17 Capital Partners
Arizona
– -$607K -5,804 Closed
TGCMU
2510
Titan Global Capital Management USA
New York
– -$548K -5,245 Closed
GPWM
2511
Grant Private Wealth Management
California
– -$512K -4,898 Closed
AWM
2512
Aegis Wealth Management
Maryland
– -$499K -4,770 Closed
G
2513
GenTrust
Florida
– -$465K -4,450 Closed
BAM
2514
BLKBRD Asset Management
Connecticut
– -$462K -4,418 Closed
SHF
2515
Stage Harbor Financial
Massachusetts
– -$443K -4,238 Closed
AA
2516
Apriem Advisors
California
– -$431K -4,125 Closed
MA
2517
Marquette Associates
Illinois
– -$430K -4,111 Closed
MAM
2518
Milestone Asset Management
Pennsylvania
– -$419K -4,009 Closed
CCG
2519
Cypress Capital Group
Florida
– -$418K -4,001 Closed
BI
2520
Ballast Inc
Kentucky
– -$416K -3,977 Closed
DIP
2521
DT Investment Partners
Pennsylvania
– -$377K -3,607 Closed
MWP
2522
MYCIO Wealth Partners
Pennsylvania
– -$361K -3,450 Closed
DE
2523
Diversified Enterprises
Delaware
– -$360K -3,439 Closed
GFG
2524
Greystone Financial Group
Michigan
– -$358K -3,420 Closed
SAM
2525
Strive Asset Management
Ohio
– -$357K -3,413 Closed
99 100
101
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