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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 %
TODC
301
Trustees of Dartmouth College
New Hampshire
$19.1M -$8.24M -75,400 -30%
CFA
302
CWS Financial Advisors
Michigan
$19M +$252K +2,305 +1%
MIA
303
MainStreet Investment Advisors
Illinois
$19M -$1.22M -11,163 -6%
SAM
304
Summit Asset Management
Tennessee
$18.9M +$91.9K +841 +0.5%
MAM
305
Madison Asset Management
Wisconsin
$18.9M -$4.54M -41,577 -19%
CA
306
CoreCap Advisors
Michigan
$18.9M -$1.25M -11,470 -6%
EAMA
307
EFG Asset Management (Americas)
Florida
$18.7M +$673K +6,157 +4%
PAS
308
PKS Advisory Services
New York
$18.7M +$254K +2,325 +1%
TCM
309
Twele Capital Management
Minnesota
$18.6M +$120K +1,101 +0.7%
ECM
310
Evergreen Capital Management
Washington
$18.6M +$6.23M +56,989 +51%
IWMWV
311
Ironwood Wealth Management (West Virginia)
West Virginia
$18.5M -$120K -1,074 -0.6%
EA
312
Evergreen Advisors
Tennessee
$18.5M -$125K -1,146 -0.7%
NEPPG
313
New England Professional Planning Group
Rhode Island
$18.4M +$205K +1,880 +1%
CCWA
314
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.3M -$545K -4,991 -3%
JSW
315
Journey Strategic Wealth
New Jersey
$18.2M -$37.4K -342 -0.2%
VFIC
316
Valley Forge Investment Consultants
Pennsylvania
$18.2M -$122K -1,120 -0.7%
CCM
317
Cambridge Capital Management
Illinois
$18.2M +$787K +7,198 +5%
FHC
318
Fort Henry Capital
West Virginia
$18.1M +$518K +4,737 +3%
BSSFA
319
Baron Silver Stevens Financial Advisors
Florida
$18M -$397K -3,632 -2%
GIM
320
Goelzer Investment Management
Indiana
$18M -$12.1K -111 -0.1%
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$18M -$1.12M -10,211 -6%
WT
322
Washington Trust
Rhode Island
$18M +$421K +3,848 +2%
HS
323
Horan Securities
United States
$17.9M -$7.07M -64,666 -28%
Citadel Advisors
324
Citadel Advisors
Florida
$17.9M -$17.4M -159,319 -49%
PFA
325
Pure Financial Advisors
California
$17.8M +$14.8M +135,426 +490%
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