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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 %
BOS
351
Bank of Stockton
California
$16.5M -$101K -927 -0.6%
NC
352
NewSquare Capital
Pennsylvania
$16.5M +$360K +3,367 +2%
MCWS
353
McKinley Carter Wealth Services
West Virginia
$16.4M -$1.1M -10,057 -6%
UBS AM
354
UBS AM
Illinois
$16.4M -$193M -1,762,735 -92%
GA
355
GFS Advisors
Texas
$16.3M +$90.2K +825 +0.6%
NRI
356
NFP Retirement Inc
California
$16.3M -$536K -4,901 -3%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$16.3M -$9.08M -83,039 -36%
JA
358
JVL Associates
Michigan
$16.3M -$1.11M -10,151 -6%
FA
359
Fiducient Advisors
Illinois
$16.2M +$838K +7,669 +5%
FNBT
360
FineMark National Bank & Trust
Florida
$16.2M -$1.31M -12,001 -7%
CSP
361
Cary Street Partners
Virginia
$16.2M +$1.43M +13,089 +10%
PCIA
362
Prime Capital Investment Advisors
Kansas
$16.1M -$10.7M -97,673 -40%
TI
363
Tidal Investments
Wisconsin
$16.1M +$16.1M +146,914 New
PSIWM
364
Paradigm Strategies in Wealth Management
Minnesota
$16M -$25.6K -234 -0.2%
SC
365
SouthState Corp
Florida
$15.9M -$3.49M -31,972 -18%
BPA
366
Beacon Pointe Advisors
California
$15.7M -$767K -7,014 -5%
Manulife (Manufacturers Life Insurance)
367
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.5M +$1.25M +11,445 +9%
EWA
368
Encompass Wealth Advisors
Oregon
$15.5M +$606K +5,544 +4%
FWA
369
FSM Wealth Advisors
Ohio
$15.5M +$1.05M +9,433 +7%
RWM
370
Ritholtz Wealth Management
New York
$15.5M +$11M +100,400 +243%
SCA
371
Southern Capital Advisors
Tennessee
$15.3M +$547K +5,007 +4%
SBH
372
Segall Bryant & Hamill
Illinois
$15.3M -$83.1K -760 -0.5%
OPPS
373
Obsidian Personal Planning Solutions
Maryland
$15.3M +$446K +4,080 +3%
LP
374
LGL Partners
Pennsylvania
$15.3M -$203K -1,834 -1%
LPAM
375
Lodestar Private Asset Management
California
$15.2M +$213K +1,947 +1%
13 14
15
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