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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 %
DCM
276
Dimension Capital Management
Florida
$21M +$6.46M +59,146 +44%
GIA
277
Gladstone Institutional Advisory
Florida
$20.7M +$370K +3,388 +2%
KWMG
278
King Wealth Management Group
Florida
$20.7M +$34.1K +312 +0.2%
SPC
279
Sigma Planning Corp
Michigan
$20.6M +$686K +6,273 +3%
FMN
280
Financial Management Network
California
$20.6M +$1.64M +14,482 +9%
QCG
281
Quadrant Capital Group
Ohio
$20.5M -$15M -136,865 -42%
ODG
282
O'Dell Group
Ohio
$20.4M -$1.37M -12,550 -6%
TCA
283
Trifecta Capital Advisors
Illinois
$20.4M -$671K -6,144 -3%
EW
284
Enzi Wealth
Texas
$20.3M -$10.6K -94 -0.1%
CA
285
Cornerstone Advisory
Maryland
$20.2M -$600K -5,487 -3%
TCOV
286
Trust Company of Vermont
Vermont
$20.2M -$520K -4,762 -3%
HSBC Holdings
287
HSBC Holdings
United Kingdom
$20M +$37.9K +347 +0.2%
HG
288
Harbor Group
New Hampshire
$20M -$1.28M -11,680 -6%
CGA
289
Crescent Grove Advisors
Illinois
$19.9M -$257K -2,355 -1%
ISB
290
Iowa State Bank
Iowa
$19.7M +$482K +4,413 +3%
ST
291
Smithfield Trust
Pennsylvania
$19.6M +$622K +5,692 +3%
FFW
292
Fusion Family Wealth
New York
$19.6M -$3.29M -30,109 -14%
PWMAG
293
Pinnacle Wealth Management Advisory Group
New Jersey
$19.5M +$578K +5,290 +3%
LFS
294
Lutz Financial Services
Nebraska
$19.5M -$920K -8,419 -5%
ATPW
295
Ashton Thomas Private Wealth
Arizona
$19.4M -$8.24M -75,418 -30%
YCM
296
Yousif Capital Management
Michigan
$19.4M +$591K +5,412 +3%
AWM
297
Apollon Wealth Management
South Carolina
$19.3M -$199K -1,823 -1%
BFPW
298
BOK Financial Private Wealth
Colorado
$19.2M -$362K -3,313 -2%
CIC
299
Cutler Investment Counsel
Oregon
$19.2M +$2.01M +18,392 +12%
IWC
300
Integrated Wealth Concepts
Massachusetts
$19.2M -$2.08K -19 -0%
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