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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 %
CW
751
CreativeOne Wealth
Kansas
$4.66M +$1.88M +17,209 +68%
MSA
752
Mason Street Advisors
Wisconsin
$4.66M -$984K -9,000 -17%
MG
753
Mather Group
Illinois
$4.63M -$325K -2,976 -7%
RBC
754
Roble Belko & Company
Pennsylvania
$4.63M -$2.91M -26,641 -39%
LWL
755
Leo Wealth LLC
Texas
$4.62M +$510K +4,668 +12%
SIC
756
Sterling Investment Counsel
New York
$4.6M -$1.96M -17,912 -30%
HLCM
757
Hi-Line Capital Management
South Dakota
$4.6M +$574K +5,248 +14%
MCI
758
MRP Capital Investments
Georgia
$4.6M +$68.7K +629 +2%
SAG
759
SageView Advisory Group
California
$4.59M -$372K -3,302 -7%
MCA
760
MSH Capital Advisors
Arizona
$4.59M -$140K -1,279 -3%
CPW
761
Crestmont Private Wealth
Texas
$4.59M -$100K -919 -2%
COPPSERS
762
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.58M -$1.27M -11,608 -22%
S
763
Sachetta
Massachusetts
$4.58M -$60.2K -551 -1%
CB
764
Centennial Bank
Arkansas
$4.56M +$92.4K +845 +2%
SW
765
Solidarity Wealth
Utah
$4.55M +$265K +2,426 +6%
SEI Investments
766
SEI Investments
Pennsylvania
$4.52M +$631K +5,778 +16%
AAS
767
Annex Advisory Services
Wisconsin
$4.49M -$695K -6,362 -13%
PAG
768
Private Advisory Group
Washington
$4.49M -$2.21M -20,241 -33%
MUAMU
769
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.48M – – –
AWM
770
Avior Wealth Management
Nebraska
$4.48M -$1.01M -9,273 -18%
KCM
771
Kanawha Capital Management
Virginia
$4.47M -$116K -1,060 -3%
EL
772
EWA LLC
Pennsylvania
$4.47M +$427K +3,905 +11%
Betterment LLC
773
Betterment LLC
New York
$4.44M -$1.1M -10,102 -20%
MFC
774
Mechanics Financial Corp
Ohio
$4.37M -$148K -1,353 -3%
VA
775
VestGen Advisors
Illinois
$4.35M -$419K -3,838 -9%
29 30
31
32 33