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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 %
MIG
451
McGuire Investment Group
Rhode Island
$11.7M +$370K +3,381 +3%
PFA
452
Presper Financial Architects
Ohio
$11.7M +$11.7M +107,379 New
RWPA
453
Richard W. Paul & Associates
Michigan
$11.7M -$940K -8,603 -7%
SL
454
Salomon & Ludwin
Virginia
$11.6M -$298K -2,652 -3%
FAIM
455
Financial Advocates Investment Management
Washington
$11.6M +$11.6M +105,945 New
PPW
456
PACK Private Wealth
Minnesota
$11.6M +$1.1M +10,108 +11%
JFA
457
JNBA Financial Advisors
Minnesota
$11.6M -$995K -9,103 -8%
BAM
458
Belpointe Asset Management
Nevada
$11.6M +$380K +3,476 +3%
Legal & General Group
459
Legal & General Group
United Kingdom
$11.5M +$608K +5,567 +6%
KPWS
460
Kestra Private Wealth Services
Texas
$11.5M -$608K -5,564 -5%
PAM
461
Peninsula Asset Management
Florida
$11.5M +$59.6K +545 +0.5%
IWM
462
IHT Wealth Management
Illinois
$11.5M +$3.91M +35,747 +51%
IF
463
Ironwood Financial
Arizona
$11.4M – – –
NA
464
Nestegg Advisors
New York
$11.4M +$52.7K +482 +0.5%
4FG
465
4Thought Financial Group
New York
$11.4M +$2.61M +23,922 +30%
RA
466
Riversedge Advisors
Delaware
$11.4M +$4.32M +39,566 +61%
FHA
467
First Horizon Advisors
Tennessee
$11.4M +$353K +3,234 +3%
SC
468
Sapient Capital
Indiana
$11.3M +$146K +1,339 +1%
EWM
469
Empirical Wealth Management
Washington
$11.1M +$364K +3,334 +3%
SDWMA
470
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.1M +$224K +2,049 +2%
ACA
471
Aptus Capital Advisors
Alabama
$11M -$858K -7,850 -7%
MFG
472
Merit Financial Group
Georgia
$11M +$358K +3,274 +3%
FCA
473
Fortis Capital Advisors
Kansas
$10.9M +$559K +5,118 +5%
TIM
474
Tortoise Investment Management
New York
$10.9M -$259K -2,367 -2%
ONB
475
Old National Bancorp
Indiana
$10.9M +$5.4M +49,447 +99%
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