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

2,456 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 142 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
-39
Holders Change %
-1.56%
% 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
3.91%
New
142
Increased
903
Reduced
1,154
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 %
CAI
251
Capital Advisors Inc
Oklahoma
$23.8M +$415K +3,800 +2%
WIA
252
World Investment Advisors
California
$23.6M -$1.08M -9,898 -4%
WJA
253
Willis Johnson & Associates
Texas
$23.5M +$1.83M +16,787 +8%
BWM
254
Baron Wealth Management
Michigan
$23.4M -$1.66M -15,157 -7%
RCAG
255
Rehmann Capital Advisory Group
Michigan
$23.3M +$196K +1,792 +0.8%
CRC
256
Curi RMB Capital
Illinois
$23.2M +$3.98M +36,399 +21%
T
257
TrueFG
Texas
$23.1M +$879K +8,047 +4%
SMC
258
Smith, Moore & Co
Missouri
$22.7M -$150K -1,369 -0.7%
YIA
259
YHB Investment Advisors
Connecticut
$22.6M +$19.8K +181 +0.1%
1SB
260
1ST Source Bank
Indiana
$22.6M -$70.1K -641 -0.3%
PWM
261
Proathlete Wealth Management
Florida
$22.5M +$1.13M +10,358 +5%
CWA
262
CJM Wealth Advisers
Virginia
$22.4M +$69.9K +640 +0.3%
OPWM
263
Oakwell Private Wealth Management
Texas
$22.4M +$2.49M +22,778 +13%
WPA
264
West Paces Advisors
Georgia
$22.2M -$1.11M -10,185 -5%
VP
265
Verum Partners
North Carolina
$22.1M -$4.17M -38,117 -16%
KLI
266
Kelman-Lazarov Inc
Tennessee
$22.1M +$8.09K +74 +0%
HTIM
267
Harbour Trust & Investment Management
Indiana
$22.1M -$576K -5,266 -3%
CVSC
268
C.V. Starr & Co
New York
$21.9M +$21.9M +200,458 New
CI
269
Constellation Investments
Ohio
$21.9M -$219K -2,000 -1%
NL
270
Navalign LLC
California
$21.4M +$481K +4,404 +2%
SB
271
Simmons Bank
Arkansas
$21.4M -$265K -2,425 -1%
RFP
272
Roth Financial Partners
Texas
$21.3M +$1.23M +11,214 +6%
PAI
273
Pittenger & Anderson Inc
Nebraska
$21.1M -$301K -2,756 -1%
NW
274
NewEdge Wealth
Pennsylvania
$21.1M -$13.8M -124,340 -39%
PWM
275
Perigon Wealth Management
California
$21.1M +$246K +2,251 +1%
9 10
11
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