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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
$4.51B
2
Cerity Partners
Cerity Partners
New York
$410M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$282M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$126M
5
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.79B
2
MMEA
Main Management ETF Advisors
California
$0
3
Goldman Sachs
Goldman Sachs
New York
$672M
4
HNB
Huntington National Bank
Ohio
$192M
5
UBS AM
UBS AM
Illinois
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
2526
KFG Wealth Management
Indiana
– -$356K -3,402 Closed
FA
2527
FSA Advisors
Michigan
– -$337K -3,224 Closed
RCP
2528
Rothschild Capital Partners
New York
– -$329K -3,149 Closed
AWA
2529
Archvest Wealth Advisors
California
– -$325K -3,112 Closed
CQWA
2530
Chokshi & Queen Wealth Advisors
California
– -$315K -3,014 Closed
CWA
2531
Consilio Wealth Advisors
Washington
– -$314K -2,996 Closed
AA
2532
ArborFi Advisors
Michigan
– -$292K -2,794 Closed
FWM
2533
Foguth Wealth Management
Michigan
– -$292K -2,788 Closed
GSC
2534
Ground Swell Capital
South Carolina
– -$289K -2,764 Closed
ITC
2535
Inspire Trust Company
Nevada
– -$276K -2,643 Closed
HBWM
2536
Hollow Brook Wealth Management
New York
– -$265K -2,530 Closed
CFG
2537
Clayton Financial Group
Missouri
– -$261K -2,501 Closed
CF
2538
Corebridge Financial
Texas
– -$261K -2,500 Closed
TVM
2539
True Vision MN
Minnesota
– -$256K -2,446 Closed
FCH
2540
Freestone Capital Holdings
Washington
– -$254K -2,429 Closed
MPW
2541
MGO Private Wealth
California
– -$252K -2,408 Closed
GI
2542
GLOBALT Investments
Georgia
– -$243K -2,327 Closed
SWMP
2543
Signature Wealth Management Partners
New Jersey
– -$238K -2,277 Closed
TR
2544
Tepp RIA
New Jersey
– -$231K -2,205 Closed
WMA
2545
Wealth Management Associates
New Jersey
– -$229K -2,193 Closed
AFA
2546
Arlington Financial Advisors
California
– -$228K -2,179 Closed
PIA
2547
Panoramic Investment Advisors
Colorado
– -$227K -2,172 Closed
OWM
2548
OneAscent Wealth Management
Alabama
– -$224K -2,145 Closed
TFA
2549
Tobias Financial Advisors
Florida
– -$224K -2,143 Closed
XT
2550
XTX Topco
Cayman Islands
– -$222K -2,120 Closed
100 101
102
103 104