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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 %
MCC
401
Money Concepts Capital
Florida
$13.9M +$1.25M +11,456 +10%
BWP
402
Burling Wealth Partners
Illinois
$13.9M -$160K -1,463 -1%
FBT
403
First Bank & Trust
South Dakota
$13.9M +$335K +3,063 +2%
NFC
404
Northeast Financial Consultants
Connecticut
$13.9M -$7.64M -69,933 -36%
VVP
405
Venture Visionary Partners
Ohio
$13.9M -$2.73K -25 -0%
MWM
406
Modern Wealth Management
Kansas
$13.8M +$9.98M +91,361 +262%
BCI
407
Brinker Capital Investments
Pennsylvania
$13.8M -$1.01M -9,285 -7%
CA
408
Centerpoint Advisors
Massachusetts
$13.8M -$346K -3,165 -2%
AA
409
Ancora Advisors
Ohio
$13.7M +$372K +3,406 +3%
TAM
410
Titleist Asset Management
Texas
$13.6M +$2.08M +18,999 +18%
B
411
Bailard
California
$13.6M -$127K -1,158 -0.9%
WSFS
412
Wilmington Savings Fund Society
Delaware
$13.6M -$2.04M -18,684 -13%
ETC
413
Exchange Traded Concepts
Oklahoma
$13.5M -$1.37M -12,526 -9%
PCP
414
Panoramic Capital Partners
Oregon
$13.4M +$2.48M +21,951 +23%
OFG
415
Omega Financial Group
California
$13.3M +$476K +4,353 +4%
LS
416
Liquid Strategies
Georgia
$13.3M +$1.12M +10,270 +9%
ST
417
Sageworth Trust
Pennsylvania
$13.2M -$6.11M -55,942 -32%
RIA
418
Regal Investment Advisors
Michigan
$13.2M -$276K -2,527 -2%
FA
419
Flagstar Advisors
New York
$13.1M -$2.45M -22,457 -16%
NA
420
Nordwand Advisors
Pennsylvania
$13.1M +$13.1M +119,590 New
NCM
421
Neumann Capital Management
California
$13M +$28.2K +258 +0.2%
DAS
422
Dynamic Advisor Solutions
Arizona
$12.9M -$40.7K -372 -0.3%
MSA
423
Marino Stram & Associates
Massachusetts
$12.9M -$1.15M -10,568 -8%
ATC
424
Argent Trust Co
Tennessee
$12.9M -$4.4M -40,249 -25%
PG
425
Proffitt & Goodson
Tennessee
$12.8M -$1.16M -10,607 -8%
15 16
17
18 19