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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 %
TPCW
376
TD Private Client Wealth
New York
$15.2M -$1.27M -11,632 -8%
AF
377
Apexium Financial
Texas
$15.1M -$693K -6,340 -4%
FMWA
378
Forvis Mazars Wealth Advisors
Missouri
$15.1M -$313K -2,868 -2%
HCA
379
Heck Capital Advisors
Wisconsin
$15M -$7.79M -71,271 -34%
VWM
380
Venturi Wealth Management
Texas
$15M +$12.2M +111,306 +433%
CA
381
Crewe Advisors
Utah
$14.9M +$2.44M +22,294 +19%
AGA
382
Arkos Global Advisors
Texas
$14.9M +$1.04M +9,477 +7%
Principal Financial Group
383
Principal Financial Group
Iowa
$14.8M +$166K +1,521 +1%
CJH
384
Christopher J. Hasenberg
Wisconsin
$14.8M +$14.8M +135,511 +423,472%
State of Tennessee, Department of Treasury
385
State of Tennessee, Department of Treasury
Tennessee
$14.8M – – –
LC
386
LTG Capital
Massachusetts
$14.7M +$94.9K +868 +0.7%
VFG
387
Victory Financial Group
Texas
$14.7M +$838K +7,664 +6%
CIA
388
Concurrent Investment Advisors
Florida
$14.6M +$815K +7,453 +6%
PMG
389
ProVise Management Group
Florida
$14.5M -$184K -1,681 -1%
HR
390
Hardy Reed
Mississippi
$14.5M – – –
BNP Paribas Financial Markets
391
BNP Paribas Financial Markets
France
$14.4M -$479K -4,387 -3%
FA
392
Fiduciary Alliance
South Carolina
$14.3M +$685K +6,264 +5%
XF
393
XML Financial
Maryland
$14.2M -$6.08M -55,603 -30%
LGWM
394
Litman Gregory Wealth Management
California
$14.2M -$1.46M -13,355 -9%
PAS
395
Park Avenue Securities
New York
$14.2M +$14.2M +129,824 New
GPA
396
Guidance Point Advisors
Massachusetts
$14.1M -$962K -8,800 -6%
LGA
397
Lebenthal Global Advisors
New York
$14.1M -$6.58M -60,208 -32%
WF
398
Welch & Forbes
Massachusetts
$14.1M +$3.37M +30,830 +31%
FW
399
Fairway Wealth
Ohio
$14.1M +$986K +9,019 +8%
GC
400
Grimes & Company
Massachusetts
$14M -$576K -5,274 -4%
14 15
16
17 18