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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 %
ACP
2526
Aveo Capital Partners
Colorado
– -$2.14M -18,600 Closed
SWM
2527
Scissortail Wealth Management
Oklahoma
– -$1.84M -15,947 Closed
WG
2528
Watchman Group
Texas
– -$1.83M -15,863 Closed
OPAM
2529
Ocean Park Asset Management
California
– -$1.81M -15,727 Closed
NWM
2530
Napa Wealth Management
California
– -$1.64M -14,255 Closed
OAM
2531
Occidental Asset Management
California
– -$1.51M -13,093 Closed
RW
2532
Rockport Wealth
Ohio
– -$1.45M -12,591 Closed
AT
2533
American Trust
Kentucky
– -$1.42M -12,285 Closed
Group One Trading
2534
Group One Trading
Illinois
– -$1.38M -11,991 Closed
CAS
2535
Coppell Advisory Solutions
Texas
– -$1.36M -11,841 Closed
TWM
2536
Tolleson Wealth Management
Texas
– -$1.27M -11,006 Closed
IA
2537
Intellus Advisors
Florida
– -$1.13M -9,842 Closed
FTUS
2538
Flow Traders U.S.
New York
– -$1.05M -9,139 Closed
RC
2539
Rovin Capital
Arizona
– -$1M -8,681 Closed
PFA
2540
Pinnacle Family Advisors
Missouri
– -$971K -8,429 Closed
NCFG
2541
New Century Financial Group
New Jersey
– -$972K -8,366 Closed
SPW
2542
Sonoma Private Wealth
California
– -$740K -6,423 Closed
AIA
2543
Angeles Investment Advisors
California
– -$735K -6,375 Closed
SHFP
2544
Second Half Financial Partners
Florida
– -$730K -6,336 Closed
IWA
2545
IBEX Wealth Advisors
New Jersey
– -$715K -6,205 Closed
FI
2546
FWG Investments
Kentucky
– -$691K -5,999 Closed
AWM
2547
Alterna Wealth Management
Texas
– -$690K -5,991 Closed
AAM
2548
Ameraudi Asset Management
New York
– -$653K -5,670 Closed
SMG
2549
Smart Money Group
Texas
– -$586K -5,088 Closed
RB
2550
Renasant Bank
Mississippi
– -$581K -5,040 Closed
100 101
102
103 104