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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 %
PWMAG
326
Pinnacle Wealth Management Advisory Group
New Jersey
$18.1M -$432K -4,131 -2%
SAM
327
Summit Asset Management
Tennessee
$18M +$220K +2,101 +1%
CCWA
328
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18M -$11.8M -112,401 -39%
EW
329
Enzi Wealth
Texas
$18M +$1.63M +16,358 +10%
LMIM
330
Lockheed Martin Investment Management
Maryland
$18M – – –
YCM
331
Yousif Capital Management
Michigan
$18M +$699K +6,689 +4%
CFA
332
CWS Financial Advisors
Michigan
$17.9M +$472K +4,516 +3%
EA
333
Evergreen Advisors
Tennessee
$17.8M -$186K -1,782 -1%
TCM
334
Twele Capital Management
Minnesota
$17.7M -$16.3K -156 -0.1%
PAS
335
PKS Advisory Services
New York
$17.7M +$115K +1,101 +0.7%
BSSFA
336
Baron Silver Stevens Financial Advisors
Florida
$17.6M -$401K -3,839 -2%
VFIC
337
Valley Forge Investment Consultants
Pennsylvania
$17.5M +$223K +2,130 +1%
JSW
338
Journey Strategic Wealth
New Jersey
$17.4M +$1.99M +19,037 +13%
NEPPG
339
New England Professional Planning Group
Rhode Island
$17.4M +$711K +6,801 +4%
EAMA
340
EFG Asset Management (Americas)
Florida
$17.3M -$710K -6,790 -4%
RDFA
341
Ritter Daniher Financial Advisory
Ohio
$17.3M -$352K -3,370 -2%
GIM
342
Goelzer Investment Management
Indiana
$17.2M -$10K -96 -0.1%
Mackenzie Financial
343
Mackenzie Financial
Ontario, Canada
$16.9M +$826K +7,900 +5%
FHC
344
Fort Henry Capital
West Virginia
$16.8M +$9.52K +91 +0.1%
OIA
345
OneDigital Investment Advisors
Kansas
$16.8M -$1.28M -12,205 -7%
LFS
346
Legacy Financial Strategies
Kansas
$16.8M +$539K +5,154 +3%
WT
347
Washington Trust
Rhode Island
$16.8M -$104K -991 -0.6%
MCWS
348
McKinley Carter Wealth Services
West Virginia
$16.8M +$112K +1,067 +0.7%
FNBT
349
FineMark National Bank & Trust
Florida
$16.8M -$708K -6,774 -4%
HWA
350
Hilltop Wealth Advisors
North Carolina
$16.7M +$942K +9,011 +6%
12 13
14
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