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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 %
GIA
551
GHP Investment Advisors
Colorado
$8.58M -$51.9K -475 -0.6%
SW
552
SVB Wealth
Massachusetts
$8.56M +$8.56M +78,310 New
KP
553
Keel Point
Alabama
$8.54M +$288K +2,633 +3%
JWCA
554
J.W. Cole Advisors
Florida
$8.48M +$2.81M +25,697 +50%
TA
555
Tectonic Advisors
Texas
$8.45M +$552K +5,054 +7%
RSWM
556
Robertson Stephens Wealth Management
California
$8.45M +$480K +4,390 +6%
KA
557
Kure Advisory
Minnesota
$8.44M +$942K +8,622 +13%
FHA
558
Flagship Harbor Advisors
Massachusetts
$8.34M +$1.98M +18,130 +31%
CFO
559
Callan Family Office
Pennsylvania
$8.34M +$1.03M +9,399 +14%
LT
560
Legacy Trust
Michigan
$8.33M +$242K +2,218 +3%
BRM
561
Boston Research & Management
Massachusetts
$8.33M +$256K +2,340 +3%
DC
562
Davenport & Co
Virginia
$8.24M +$343K +3,137 +4%
JWBC
563
J.W. Burns & Co
New York
$8.23M +$699K +6,393 +9%
CTC
564
Central Trust Company
Missouri
$8.2M -$183K -1,672 -2%
CNBTD
565
Citizens National Bank Trust Department
Mississippi
$8.17M -$125K -1,145 -2%
EIG
566
Ellenbecker Investment Group
Wisconsin
$8.15M -$390K -3,564 -5%
BFWA
567
Benchmark Financial Wealth Advisors
Florida
$8.13M +$145K +1,330 +2%
HAS
568
Holland Advisory Services
Florida
$8.1M +$1.28M +11,689 +19%
RPC
569
Rossmore Private Capital
Connecticut
$8.06M -$204K -1,863 -2%
SB
570
Strategic Blueprint
Georgia
$8.01M -$1.07M -9,821 -12%
PSCM
571
Per Stirling Capital Management
Texas
$8M -$1.71M -15,667 -18%
AIA
572
Arcadia Investment Advisors
Idaho
$7.98M +$346K +3,162 +5%
C
573
Certuity
Florida
$7.95M +$34.1K +312 +0.4%
GWM
574
Geneos Wealth Management
Colorado
$7.94M -$6.92M -63,360 -47%
RIA
575
Richwood Investment Advisors
Ohio
$7.92M +$74.6K +683 +1%
21 22
23
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