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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 %
OGF
726
Orin Green Financial
California
$5.02M -$6.67K -61 -0.1%
TW
727
TritonPoint Wealth
Maryland
$5.01M -$500K -4,579 -9%
SW
728
SlateStone Wealth
Florida
$5.01M +$36.5K +334 +0.7%
PWW
729
Pettyjohn Wood & White
Virginia
$4.97M -$178K -1,627 -3%
AB
730
ANB Bank
Colorado
$4.95M -$221K -2,022 -4%
BA
731
Bellwether Advisors
Nebraska
$4.94M -$25.6K -234 -0.5%
SFP
732
Strategic Financial Partners
Oregon
$4.92M -$2.1M -19,207 -30%
CM
733
Columbus Macro
Pennsylvania
$4.91M +$167K +1,524 +4%
AFM
734
Aspetuck Financial Management
Connecticut
$4.91M -$35.3K -323 -0.7%
SCA
735
Snowden Capital Advisors
New York
$4.86M -$836K -7,650 -15%
RA
736
Resolute Advisors
California
$4.85M -$1.25M -11,457 -21%
SG Americas Securities
737
SG Americas Securities
New York
$4.85M -$1.01M -9,261 -17%
CA
738
Capital Advantage
California
$4.85M -$9.51M -86,987 -66%
MCM
739
MidAtlantic Capital Management
Virginia
$4.82M -$332K -3,042 -6%
FIA
740
Foundations Investment Advisors
Arizona
$4.8M +$2.14M +19,536 +80%
MC
741
Middleton & Co
Massachusetts
$4.78M -$164K -1,500 -3%
WPC
742
Wedmont Private Capital
Pennsylvania
$4.76M -$145K -1,284 -3%
CG
743
Curat Global
New Hampshire
$4.76M -$174K -1,590 -4%
CFIA
744
Cantor Fitzgerald Investment Advisors
New York
$4.73M -$45.6K -417 -1%
EIA
745
Eldridge Investment Advisors
New Hampshire
$4.73M -$31.1K -285 -0.7%
BCM
746
Brookstone Capital Management
Illinois
$4.71M -$4.94M -45,159 -51%
AIP
747
Ameritas Investment Partners
Nebraska
$4.69M +$53.4K +489 +1%
DWM
748
Drive Wealth Management
Utah
$4.68M +$311K +2,846 +7%
VCM
749
Verde Capital Management
Michigan
$4.67M -$182K -1,664 -4%
VIM
750
Vista Investment Management
Pennsylvania
$4.67M +$22.3K +204 +0.5%
28 29
30
31 32