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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 %
T
276
TrueFG
Texas
$21.3M +$1.52M +14,510 +8%
KLI
277
Kelman-Lazarov Inc
Tennessee
$21.2M +$823K +7,872 +4%
CI
278
Constellation Investments
Ohio
$21.1M +$5.44M +52,000 +35%
AWA
279
Alaska Wealth Advisors
Alaska
$21M -$4.11M -39,315 -16%
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$21M -$6.14M -58,743 -23%
ETS
281
ESL Trust Services
New York
$21M -$79.9K -764 -0.4%
GBWM
282
Granite Bay Wealth Management
New Hampshire
$20.9M +$1.97M +18,821 +10%
CAL
283
Capital Analysts LLC
Pennsylvania
$20.8M +$757K +7,237 +4%
ODG
284
O'Dell Group
Ohio
$20.8M +$96.8K +926 +0.5%
WJA
285
Willis Johnson & Associates
Texas
$20.7M +$160K +1,534 +0.8%
SB
286
Simmons Bank
Arkansas
$20.7M +$221K +2,117 +1%
Empower Advisory Group
287
Empower Advisory Group
Colorado
$20.7M +$15.4M +147,051 +289%
NFC
288
Northeast Financial Consultants
Connecticut
$20.6M -$2.51M -23,972 -11%
PAI
289
Pittenger & Anderson Inc
Nebraska
$20.5M -$757K -7,235 -4%
SWP
290
Sagespring Wealth Partners
Tennessee
$20.5M -$13.7M -130,834 -40%
PWM
291
Proathlete Wealth Management
Florida
$20.5M +$1.28M +12,249 +7%
HG
292
Harbor Group
New Hampshire
$20.3M -$1.41M -13,494 -6%
GGS
293
Galvin Gaustad & Stein
Arizona
$20.3M -$1.22M -11,643 -6%
CFG
294
Citizens Financial Group
Rhode Island
$20.2M +$165K +1,582 +0.8%
TCA
295
Trifecta Capital Advisors
Illinois
$20.1M +$1.47M +14,094 +8%
EWA
296
EP Wealth Advisors
California
$20.1M -$377K -3,610 -2%
Jane Street
297
Jane Street
New York
$20.1M +$19.8M +189,435 +8,215%
NL
298
Navalign LLC
California
$20M +$705K +6,741 +4%
PWM
299
Perigon Wealth Management
California
$19.9M +$236K +2,260 +1%
FWM
300
FFT Wealth Management
Pennsylvania
$19.9M +$5.32M +50,897 +37%
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