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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 %
AAS
351
Ameritas Advisory Services
Nebraska
$16.7M -$2.09M -18,757 -11%
JA
352
JVL Associates
Michigan
$16.6M -$11.2K -107 -0.1%
CCM
353
Cambridge Capital Management
Illinois
$16.6M +$731K +6,991 +5%
ATC
354
Argent Trust Co
Tennessee
$16.6M -$70.1K -670 -0.4%
CIC
355
Cutler Investment Counsel
Oregon
$16.4M +$3.64M +34,813 +28%
MA
356
Montag & Associates
Georgia
$16.4M -$1.35M -12,934 -8%
SFWA
357
Summit Financial Wealth Advisors
Louisiana
$16.4M +$11.2K +107 +0.1%
MHS
358
M Holdings Securities
Oregon
$16.3M +$645K +6,173 +4%
TFA
359
Transamerica Financial Advisors
Florida
$16.3M +$836K +7,991 +5%
MAM
360
Mullooly Asset Management
New Jersey
$16.1M +$16.1M +154,128 New
NRI
361
NFP Retirement Inc
California
$16.1M +$3.49M +33,333 +28%
BA
362
Bristlecone Advisors
Washington
$15.9M +$409K +3,908 +3%
BOS
363
Bank of Stockton
California
$15.9M -$429K -4,101 -3%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$15.8M -$1.61M -17,833 -9%
WH
365
Whitcomb & Hess
Ohio
$15.8M +$362K +3,466 +2%
VCP
366
Verus Capital Partners
Arizona
$15.8M +$181K +1,731 +1%
BPA
367
Beacon Pointe Advisors
California
$15.7M -$210K -2,010 -1%
TPCW
368
TD Private Client Wealth
New York
$15.7M +$100K +961 +0.6%
AC
369
Asio Capital
Kentucky
$15.7M -$3.99M -38,144 -20%
IWMWV
370
Ironwood Wealth Management (West Virginia)
West Virginia
$15.7M +$1.95M +20,748 +14%
CC
371
Courier Capital
New York
$15.7M +$3.97M +37,967 +34%
FMN
372
Financial Management Network
California
$15.6M +$4M +42,830 +34%
WFA
373
Wellspring Financial Advisors
Ohio
$15.6M -$478K -15,797 -3%
GA
374
GFS Advisors
Texas
$15.6M +$2.16M +20,613 +16%
CPIG
375
Chicago Partners Investment Group
Illinois
$15.5M +$983K +9,657 +7%
13 14
15
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