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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,495 hedge funds and large institutions have $57.2B invested in iShares Core S&P Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 1,067 increasing their positions, 1,041 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,495
Holders Change
-103
Holders Change %
-3.96%
% of All Funds
33.89%
Holding in Top 10
323
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-11.51%
% of All Funds
4.39%
New
115
Increased
1,067
Reduced
1,041
Closed
160
Calls
$55.5M
Puts
$39.4M
Net Calls
+$16.1M
Net Calls Change
-$54.6M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$281M
2
WANY
Wealthspire Advisors (New York)
New York
+$208M
3
UBS AM
UBS AM
Illinois
+$184M
4
Bank of America
Bank of America
North Carolina
+$97.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$96.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$256M
2
HNB
Huntington National Bank
Ohio
-$222M
3
Truist Financial
Truist Financial
North Carolina
-$159M
4
UBS Group
UBS Group
Switzerland
-$135M
5
VWM
Venturi Wealth Management
Texas
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$397M -$9.3M -88,980 -2%
CAM
27
Cresset Asset Management
Illinois
$388M +$6.17M +58,989 +2%
Truist Financial
28
Truist Financial
North Carolina
$378M -$159M -1,525,138 -30%
RFC
29
Regions Financial Corp
Alabama
$376M +$6.8M +65,068 +2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$345M -$77.3M -738,762 -18%
MMEA
31
Main Management ETF Advisors
California
$341M -$38.7M -82,550 -10%
HighTower Advisors
32
HighTower Advisors
Illinois
$314M -$12.8M -122,562 -4%
AA
33
Acorns Advisers
California
$302M +$15.3M +146,075 +5%
MRC
34
Millburn Ridgefield Corp
New York
$263M +$28.5M +272,724 +12%
CCA
35
Catalyst Capital Advisors
New York
$263M +$28.5M +272,724 +12%
Cerity Partners
36
Cerity Partners
New York
$260M +$4.36M +41,650 +2%
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$256M +$2.85M +27,267 +1%
AA
38
Alesco Advisors
New York
$234M +$37.3M +356,503 +19%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$222M -$5.01M -47,879 -2%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$221M +$40.3M +387,223 +22%
VFA
41
Valeo Financial Advisors
Indiana
$220M +$8.98M +90,655 +4%
CWM
42
Circle Wealth Management
New Jersey
$220M -$1.55M -14,809 -0.7%
MCM
43
MAI Capital Management
Ohio
$208M +$17.8M +169,893 +9%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$208M +$12.7M +121,640 +7%
UBS AM
45
UBS AM
Illinois
$200M +$184M +1,762,735 +1,175%
HNB
46
Huntington National Bank
Ohio
$199M -$222M – –
CCMG
47
Clark Capital Management Group
Pennsylvania
$189M +$6.34M +60,628 +3%
Citigroup
48
Citigroup
New York
$185M -$6.67M -63,832 -3%
Mariner
49
Mariner
Kansas
$183M -$5.85M -55,953 -3%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$180M -$10.3M -98,924 -5%
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