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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 %
SW
601
SkyOak Wealth
Michigan
$7.22M -$44.4K -406 -0.6%
DWT
602
Dorsey & Whitney Trust
South Dakota
$7.16M -$687K -6,288 -9%
PFS
603
Prospera Financial Services
Texas
$7.16M -$1.47M -13,417 -17%
NGA
604
Naples Global Advisors
Florida
$7.12M +$768K +7,024 +12%
AMM
605
American Money Management
California
$7.1M +$147K +1,348 +2%
SIA
606
Soltis Investment Advisors
Utah
$7.09M +$9.29K +85 +0.1%
CI
607
CX Institutional
Indiana
$7.05M +$996K +9,115 +16%
BWS
608
Buck Wealth Strategies
Colorado
$7.04M -$939K -8,596 -12%
TSWM
609
Triangle Securities Wealth Management
North Carolina
$7.04M +$97.8K +895 +1%
CFO
610
Capitol Family Office
Oregon
$7M +$7.87K +72 +0.1%
LWMNY
611
Landmark Wealth Management (New York)
New York
$6.98M +$212K +1,942 +3%
SWA
612
Serenus Wealth Advisors
California
$6.98M -$2.11M -19,321 -23%
BIA
613
Bell Investment Advisors
California
$6.98M -$392K -3,587 -5%
HCP
614
Holt Capital Partners
Texas
$6.96M -$6.32M -57,829 -48%
MHC
615
May Hill Capital
Massachusetts
$6.95M -$83.7K -766 -1%
TA
616
TKG Advisors
Indiana
$6.95M +$469K +4,294 +7%
HSA
617
HBK Sorce Advisory
Pennsylvania
$6.95M -$163K -1,494 -2%
PFG
618
Pacific Financial Group
Washington
$6.9M -$489K -4,478 -7%
MNBTD
619
Moody National Bank Trust Division
Texas
$6.9M – – –
WPIC
620
White Pine Investment Company
Michigan
$6.85M -$117K -1,068 -2%
OCM
621
One Capital Management
California
$6.85M +$141K +1,286 +2%
AIM
622
Allen Investment Management
New York
$6.84M – – –
IAN
623
Integrated Advisors Network
Texas
$6.77M -$80.4K -736 -1%
ABC
624
Associated Banc-Corp
Wisconsin
$6.75M -$174K -1,591 -3%
CIA
625
Choate Investment Advisors
Massachusetts
$6.74M -$42.9M -392,737 -86%
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