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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 %
SI
676
Stephens Inc
Arkansas
$5.92M -$24.7K -226 -0.4%
MFA
677
Mayflower Financial Advisors
Massachusetts
$5.92M +$53.1K +486 +0.9%
LWM
678
Latko Wealth Management
Illinois
$5.92M +$511K +4,680 +9%
IAA
679
Ironsides Asset Advisors
North Carolina
$5.91M -$8.96K -82 -0.2%
TCM
680
Telos Capital Management
California
$5.88M +$203K +1,859 +4%
MA
681
Montag & Associates
Georgia
$5.78M -$11.4M -104,040 -66%
LPT
682
Legacy Private Trust
Wisconsin
$5.77M -$532K -4,870 -8%
PFM
683
Phillips Financial Management
Indiana
$5.76M -$117K -1,074 -2%
NCM
684
Noesis Capital Mangement
Florida
$5.73M -$1.41M -12,902 -20%
NAM
685
NTV Asset Management
West Virginia
$5.73M +$131K +1,200 +2%
PD
686
Planning Directions
Pennsylvania
$5.71M +$336K +3,075 +6%
BWCS
687
Beirne Wealth Consulting Services
Connecticut
$5.71M +$2.46M +22,532 +76%
PL
688
Parthenon LLC
Kentucky
$5.68M +$75.4K +690 +1%
EWP
689
Elevation Wealth Partners
California
$5.68M -$437K -4,000 -7%
GC
690
Garde Capital
Washington
$5.67M +$103K +940 +2%
CB
691
Commerce Bank
Missouri
$5.65M -$326K -2,980 -5%
SS
692
Sound Stewardship
Kansas
$5.64M +$747K +6,833 +15%
1WM
693
1900 Wealth Management
Texas
$5.63M +$10.5K +96 +0.2%
SFS
694
Sowell Financial Services
Arkansas
$5.58M -$846K -7,742 -13%
RBC
695
Romano Brothers & Co
Illinois
$5.55M -$259K -2,369 -4%
ML
696
McAdam LLC
Pennsylvania
$5.54M +$632K +5,779 +13%
MFS
697
McNamara Financial Services
Massachusetts
$5.51M +$601K +5,495 +12%
MAFA
698
MJT & Associates Financial Advisory
Minnesota
$5.51M +$176K +1,611 +3%
TD Asset Management
699
TD Asset Management
Ontario, Canada
$5.49M +$165K +1,514 +3%
CA
700
Clune & Associates
Illinois
$5.48M +$967K +8,849 +21%
26 27
28
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