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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 %
AP
626
Americana Partners
Texas
$6.72M +$170K +1,560 +3%
SC
627
SummitTX Capital
Texas
$6.72M +$6.72M +61,446 New
CA
628
Cumberland Advisors
Florida
$6.71M -$681K -6,235 -9%
BOH
629
Bank of Hawaii
Hawaii
$6.67M -$2.99M -27,340 -31%
EGWAG
630
Elwood & Goetz Wealth Advisory Group
Georgia
$6.66M +$268K +2,452 +4%
OSAM
631
O'Shaughnessy Asset Management
Connecticut
$6.65M -$85.7K -784 -1%
TWC
632
TD Waterhouse Canada
Ontario, Canada
$6.64M +$615K +5,545 +10%
NWA
633
New World Advisors
Massachusetts
$6.62M +$24.8K +227 +0.4%
OHWP
634
Oak Harbor Wealth Partners
North Carolina
$6.57M -$39.8K -364 -0.6%
AC
635
Aristides Capital
Kentucky
$6.56M – – –
CV
636
Counterweight Ventures
North Carolina
$6.54M +$146K +1,340 +2%
PWM
637
Provident Wealth Management
Tennessee
$6.5M +$49.1K +449 +0.8%
OAM
638
Oppenheimer Asset Management
New York
$6.48M -$6.54M -59,812 -50%
PLU
639
Performa Ltd (US)
South Carolina
$6.46M +$747K +6,833 +13%
BFO
640
Boston Family Office
Massachusetts
$6.45M -$42.4K -388 -0.7%
AWP
641
Accretive Wealth Partners
New Jersey
$6.43M +$89.8K +822 +1%
PCM
642
Park Capital Management
Wisconsin
$6.41M +$155K +1,418 +2%
JFGIW
643
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.39M +$1.91M +17,462 +43%
Empower Advisory Group
644
Empower Advisory Group
Colorado
$6.38M -$15.2M -139,446 -70%
AFG
645
Arkansas Financial Group
Arkansas
$6.38M -$208K -1,858 -3%
SS
646
Sunbelt Securities
Texas
$6.36M +$377K +3,275 +6%
CIAS
647
CFS Investment Advisory Services
New Jersey
$6.36M -$4.7K -43 -0.1%
CAM
648
Cozad Asset Management
Illinois
$6.34M -$297K -2,713 -4%
AI
649
Atria Investments
North Carolina
$6.3M -$314K -2,871 -5%
BIA
650
Bigelow Investment Advisors
Maine
$6.26M +$347K +3,173 +6%
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