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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 %
IAG
426
Investment Advisory Group
Massachusetts
$12.8M -$18.4K -168 -0.1%
NA
427
Nottingham Advisors
New York
$12.8M -$735K -6,722 -5%
MFC
428
Morris Financial Concepts
South Carolina
$12.8M -$462K -4,223 -3%
CB
429
Community Bank
New York
$12.7M -$1.09K -10 -0%
HIG
430
Heritage Investment Group
Florida
$12.7M -$2.65M -24,292 -17%
Mirae Asset Global Investments
431
Mirae Asset Global Investments
South Korea
$12.7M -$109K -1,000 -0.9%
MM
432
Meridian Management
Arkansas
$12.4M -$1.32M -12,004 -10%
NPF
433
Norris Perne & French
Michigan
$12.3M +$419K +3,830 +4%
TFO
434
Tarbox Family Office
California
$12.3M +$1.27M +11,580 +11%
FF
435
Francis Financial
$12.3M -$2.05M -18,773 -14%
VBFG
436
Vishria Bird Financial Group
Tennessee
$12.3M -$119K -1,091 -1%
LA
437
LVW Advisors
New York
$12.2M +$2.3M +21,043 +23%
CWM
438
Cranbrook Wealth Management
Michigan
$12.2M +$757K +6,931 +7%
CFFNO
439
Common Fund For Nonprofit Organizations
Connecticut
$12.1M +$43.2K +395 +0.4%
TWA
440
TCI Wealth Advisors
Arizona
$12.1M +$11.7M +106,859 +2,914%
AAS
441
Ameritas Advisory Services
Nebraska
$12M -$4.36M -39,914 -27%
TCM
442
Towercrest Capital Management
Pennsylvania
$12M +$1.17M +10,691 +11%
Prudential Financial
443
Prudential Financial
New Jersey
$12M +$709K +6,490 +6%
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
$12M +$311K +2,844 +3%
WA
445
Waverly Advisors
Alabama
$11.9M -$333K -3,051 -3%
IWM
446
Inlight Wealth Management
Georgia
$11.9M +$1.02M +11,524 +9%
HFRG
447
Houlihan Financial Resource Group
Virginia
$11.8M -$475K -4,332 -4%
CIM
448
CIM Investment Management
Pennsylvania
$11.8M -$12.3M -112,139 -51%
EFS
449
Econ Financial Services
Pennsylvania
$11.8M +$289K +2,645 +3%
CAG
450
Crestwood Advisors Group
Massachusetts
$11.7M +$870K +7,959 +8%
16 17
18
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