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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 %
CWA
501
Canvas Wealth Advisors
Kansas
$10.1M +$671K +5,947 +7%
OA
502
Operose Advisors
Wisconsin
$10M -$287K -2,630 -3%
KPWG
503
KFA Private Wealth Group
Virginia
$9.9M +$59.3K +543 +0.6%
GWM
504
Global Wealth Management
New Jersey
$9.9M -$1.09M -9,636 -10%
MBI
505
May Barnhard Investments
Maryland
$9.89M -$33K -302 -0.3%
SWA
506
Sax Wealth Advisors
New Jersey
$9.86M -$641K -5,869 -6%
PFA
507
Pettinga Financial Advisors
Indiana
$9.86M -$206K -1,886 -2%
RAM
508
RedJay Asset Management
Ontario, Canada
$9.84M +$5.2M +47,600 +112%
BFA
509
Bright Financial Advisors
Michigan
$9.78M +$40.1K +367 +0.4%
KWM
510
Kingsview Wealth Management
Oregon
$9.74M +$386K +3,533 +4%
IA
511
IFP Advisors
Florida
$9.71M -$161K -1,469 -2%
NLWP
512
Next Level Wealth Planning
Idaho
$9.69M +$1.12M +10,287 +13%
ECM
513
Exchange Capital Management
Michigan
$9.69M -$305K -2,795 -3%
RWS
514
Rochester Wealth Strategies
Michigan
$9.67M +$1.12M +10,216 +13%
SFG
515
Somnio Financial Group
Connecticut
$9.66M +$9.66M +88,427 New
NFG
516
Nations Financial Group
Iowa
$9.66M +$373K +3,411 +4%
SDAM
517
Shulman DeMeo Asset Management
New York
$9.66M -$148K -1,357 -2%
BWIA
518
Bryant Woods Investment Advisors
New York
$9.6M -$425K -3,889 -4%
TDWM
519
Topel & Distasi Wealth Management
California
$9.55M +$62.3K +570 +0.7%
FCP
520
Fidelis Capital Partners
Florida
$9.51M -$505K -4,554 -5%
SF
521
Summit Financial
New Jersey
$9.5M +$3.03M +27,682 +47%
Millennium Management
522
Millennium Management
New York
$9.48M +$3.73M +34,092 +65%
HWM
523
HighMark Wealth Management
Minnesota
$9.48M +$160K +1,469 +2%
HR
524
Howe & Rusling
New York
$9.47M +$1.21M +11,073 +15%
PGF
525
Plan Group Financial
Oklahoma
$9.43M -$1.17M -10,738 -11%
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