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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,495 hedge funds and large institutions have $57.2B invested in iShares Core S&P Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 1,067 increasing their positions, 1,041 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,495
Holders Change
-103
Holders Change %
-3.96%
% of All Funds
33.89%
Holding in Top 10
323
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-11.51%
% of All Funds
4.39%
New
115
Increased
1,067
Reduced
1,041
Closed
160
Calls
$55.5M
Puts
$39.4M
Net Calls
+$16.1M
Net Calls Change
-$54.6M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$281M
2
WANY
Wealthspire Advisors (New York)
New York
+$208M
3
UBS AM
UBS AM
Illinois
+$184M
4
Bank of America
Bank of America
North Carolina
+$97.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$96.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$256M
2
HNB
Huntington National Bank
Ohio
-$222M
3
Truist Financial
Truist Financial
North Carolina
-$159M
4
UBS Group
UBS Group
Switzerland
-$135M
5
VWM
Venturi Wealth Management
Texas
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
51
Haverford Trust Company
Pennsylvania
$179M -$1.16M -11,061 -0.6%
MWM
52
Modera Wealth Management
New Jersey
$172M -$7.17M -68,558 -4%
Stifel Financial
53
Stifel Financial
Missouri
$163M +$174K +1,665 +0.1%
BCM
54
Bronte Capital Management
Australia
$155M -$13.7M -115,034 -8%
MFIM
55
Mesirow Financial Investment Management
Illinois
$154M +$1.11M +10,655 +0.7%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$151M -$3.02M -28,913 -2%
MGIA
57
Moneta Group Investment Advisors
Missouri
$150M -$3.03M -28,963 -2%
BIM
58
Bridges Investment Management
Nebraska
$150M +$1.83M +17,534 +1%
WCF
59
West Coast Financial
California
$148M +$18.8M +179,709 +15%
Creative Planning
60
Creative Planning
Kansas
$143M -$20.7M -197,515 -13%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$143M +$13.5M +129,134 +10%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$142M +$938K +8,972 +0.7%
MML Investors Services
63
MML Investors Services
Massachusetts
$129M +$11.1M +105,699 +9%
UCFA
64
United Capital Financial Advisors
Texas
$124M +$8.15M +77,946 +7%
Osaic Holdings
65
Osaic Holdings
Arizona
$123M -$9.9M -94,576 -7%
M&T Bank
66
M&T Bank
New York
$119M -$585K -5,598 -0.5%
Franklin Resources
67
Franklin Resources
California
$118M +$426K +4,074 +0.4%
AF
68
Allworth Financial
California
$116M +$60.1K +602 +0.1%
Comerica Bank
69
Comerica Bank
Texas
$116M -$5.06M -48,390 -4%
Corient Private Wealth
70
Corient Private Wealth
Florida
$111M +$11.6M +110,857 +12%
NFA
71
Nationwide Fund Advisors
Ohio
$110M -$434K -4,152 -0.4%
FMII
72
Farmers & Merchants Investments Inc
Nebraska
$109M +$3.83M +36,622 +4%
CWM
73
Connecticut Wealth Management
Connecticut
$104M -$1.97M -18,809 -2%
AssetMark Inc
74
AssetMark Inc
California
$101M -$815K -7,795 -0.8%
SFA
75
Sequoia Financial Advisors
Ohio
$99.3M +$1.44M +13,793 +1%
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