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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 %
PPWM
776
Paragon Private Wealth Management
Kentucky
$4.66M +$627K +6,000 +16%
VCM
777
Verde Capital Management
Michigan
$4.65M -$431K -4,120 -8%
SAG
778
SageView Advisory Group
California
$4.6M +$319K +3,047 +7%
CG
779
Curat Global
New Hampshire
$4.6M +$4.6M +45,130 New
VNA
780
Valley National Advisers
Pennsylvania
$4.57M -$308K -2,943 -6%
CFIA
781
Cantor Fitzgerald Investment Advisors
New York
$4.57M -$419K -4,003 -8%
VA
782
VestGen Advisors
Illinois
$4.57M +$4.57M +43,673 New
EIA
783
Eldridge Investment Advisors
New Hampshire
$4.55M -$1.99K -19 -0%
CM
784
Columbus Macro
Pennsylvania
$4.54M +$244K +2,334 +6%
MCA
785
MSH Capital Advisors
Arizona
$4.53M -$138K -1,318 -3%
TCC
786
Trans-Canada Capital
Quebec, Canada
$4.52M – – –
PBO
787
Peoples Bank (Ohio)
Ohio
$4.51M -$156K -1,490 -3%
CPW
788
Crestmont Private Wealth
Texas
$4.49M -$3.65M -34,949 -45%
AWMG
789
Alliance Wealth Management Group
New Jersey
$4.45M +$226K +2,164 +5%
VIM
790
Vista Investment Management
Pennsylvania
$4.45M +$38.2K +365 +0.9%
CCA
791
Coign Capital Advisors
Utah
$4.45M -$164K -1,569 -4%
CTA
792
Colonial Trust Advisors
South Carolina
$4.44M +$94.1K +900 +2%
AIP
793
Ameritas Investment Partners
Nebraska
$4.44M +$32K +306 +0.7%
S
794
Sachetta
Massachusetts
$4.44M +$101K +967 +2%
RAM
795
RedJay Asset Management
Ontario, Canada
$4.43M +$4.43M +42,400 New
LIM
796
Leavell Investment Management
Alabama
$4.42M -$29.8K -285 -0.7%
SOS
797
Silver Oak Securities
Tennessee
$4.41M +$789K +7,582 +22%
KCM
798
Kanawha Capital Management
Virginia
$4.39M +$22.2K +212 +0.5%
BWM
799
Brown Wealth Management
Illinois
$4.35M +$58.9K +563 +1%
OGF
800
Orin Green Financial
California
$4.34M +$4.34M +45,981 New
30 31
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