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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 %
ZI
2551
ZEGA Investments
Florida
– -$550K -4,616 Closed
UBP
2552
Union Bancaire Privee
Switzerland
– -$512K -4,452 Closed
BIP
2553
Blueprint Investment Partners
North Carolina
– -$505K -4,385 Closed
SSA
2554
Schonfeld Strategic Advisors
New York
– -$499K -4,334 Closed
ACM
2555
Argent Capital Management
Missouri
– -$441K -3,825 Closed
DWA
2556
Douglass Winthrop Advisors
New York
– -$392K -3,402 Closed
KB
2557
Kimelman & Baird
New York
– -$392K -3,400 Closed
SSWM
2558
Smith Salley Wealth Management
North Carolina
– -$385K -3,339 Closed
TB
2559
Terril Brothers
Missouri
– -$371K -3,219 Closed
BWMG
2560
Barnes Wealth Management Group
California
– -$370K -3,215 Closed
GVCM
2561
Global View Capital Management
Wisconsin
– -$366K -3,180 Closed
MCCP
2562
Mission Creek Capital Partners
California
– -$362K -3,139 Closed
HGA
2563
Hobbs Group Advisors
South Carolina
– -$355K -3,084 Closed
KC
2564
Knuff & Co
California
– -$348K -3,021 Closed
UAS
2565
United Asset Strategies
New York
– -$345K -2,994 Closed
HIF
2566
Hill Island Financial
Michigan
– -$308K -2,675 Closed
IP
2567
Investment Partners
Ohio
– -$300K -2,602 Closed
KIM
2568
Kestra Investment Management
Texas
– -$296K -2,565 Closed
FLA
2569
Financial Life Advisors
Texas
– -$272K -2,362 Closed
HIGP
2570
Hill Investment Group Partners
Missouri
– -$269K -2,333 Closed
SWM
2571
SpringVest Wealth Management
Texas
– -$264K -2,295 Closed
AR
2572
Apeiron RIA
Texas
– -$258K -2,241 Closed
BFF
2573
Byrne Financial Freedom
Massachusetts
– -$258K -2,235 Closed
RIS
2574
Richmond Investment Services
Wisconsin
– -$253K -2,197 Closed
DIM
2575
Delta Investment Management
California
– -$246K -2,133 Closed
101 102
103
104 105