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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 %
WWM
476
Waterway Wealth Management
Texas
$10.8M +$496K +4,539 +5%
LRWA
477
Long Run Wealth Advisors
New York
$10.8M +$177K +1,617 +2%
PHAM
478
Palisades Hudson Asset Management
Florida
$10.8M +$2.62K +24 +0%
MWM
479
Marietta Wealth Management
Georgia
$10.7M +$81.6K +747 +0.8%
FTS
480
Fifth Third Securities
Ohio
$10.7M +$387K +3,543 +4%
GAM
481
Gotham Asset Management
New York
$10.7M +$31.4K +287 +0.3%
EFG
482
Embree Financial Group
Illinois
$10.7M -$1.76M -16,117 -14%
CAL
483
Capital Analysts LLC
Pennsylvania
$10.6M -$11.2M -102,324 -51%
EWM
484
Evermay Wealth Management
Virginia
$10.6M -$511K -4,677 -5%
OIS
485
Okabena Investment Services
Minnesota
$10.6M +$353K +3,230 +3%
SFC
486
Sprinkle Financial Consultants
Colorado
$10.5M -$1.03M -9,426 -9%
AC
487
Asio Capital
Kentucky
$10.4M -$5.97M -54,661 -36%
CG
488
CFO4Life Group
Texas
$10.3M -$30.7K -281 -0.3%
CCM
489
Condor Capital Management
New Jersey
$10.3M +$185K +1,690 +2%
CL
490
Choreo LLC
Illinois
$10.3M -$336K -3,075 -3%
STA
491
Summit Trail Advisors
New York
$10.3M +$10.3M +94,225 New
CGPCS
492
Capital Group Private Client Services
California
$10.3M +$596K +5,451 +6%
AAS
493
Asset Allocation Strategies
Michigan
$10.3M -$253K -2,319 -2%
IA
494
IFG Advisory
Georgia
$10.2M -$40.9K -374 -0.4%
JSL
495
JT Stratford LLC
Georgia
$10.2M +$822K +7,517 +9%
FG
496
Fiduciary Group
Georgia
$10.2M -$581K -5,320 -5%
GSIS
497
Global Strategic Investment Solutions
Arizona
$10.1M -$509K -4,655 -5%
TWP
498
TFO Wealth Partners
Ohio
$10.1M -$2.51K -23 -0%
HI
499
Harbour Investments
Wisconsin
$10.1M -$306K -2,801 -3%
EI
500
eCIO Inc
Wisconsin
$10.1M +$566K +5,183 +6%
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