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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 %
WCFA
801
Walkner Condon Financial Advisors
Wisconsin
$4.09M +$548K +5,014 +15%
MA
802
Mutual Advisors
Nebraska
$4.08M +$353K +3,124 +9%
UFAC
803
Urban Financial Advisory Corp
Illinois
$4.08M +$104K +952 +3%
ST
804
Spinnaker Trust
Maine
$4.08M +$21K +192 +0.5%
MYIA
805
Mount Yale Investment Advisors
Colorado
$4.07M -$308K -2,821 -7%
HH
806
Hilltop Holdings
Texas
$4.07M +$192K +1,753 +5%
WA
807
WBH Advisory
Maryland
$4.04M +$183K +1,672 +5%
MFG
808
Midwest Financial Group
Kansas
$4.03M +$4.92K +45 +0.1%
SMA
809
Sage Mountain Advisors
Georgia
$4.02M -$401K -3,667 -9%
WB
810
WesBanco Bank
West Virginia
$4.01M +$444K +4,067 +12%
PAM
811
Palisade Asset Management
Minnesota
$4M +$182K +1,661 +5%
EWM
812
Evercore Wealth Management
New York
$4M -$6.56K -60 -0.2%
JBW
813
Journey Beyond Wealth
Georgia
$3.97M -$64.2K -587 -2%
CBA
814
Coastal Bridge Advisors
Connecticut
$3.96M +$231K +2,111 +6%
GWP
815
Gateway Wealth Partners
Wisconsin
$3.96M -$181K -1,653 -4%
GWS
816
Greykasell Wealth Strategies
California
$3.96M -$55.7K -510 -1%
CTA
817
Colonial Trust Advisors
South Carolina
$3.96M -$680K -6,218 -15%
IAS
818
IMA Advisory Services
Colorado
$3.95M -$5.03M -46,010 -56%
LKWM
819
Lee-Kelleher Wealth Management
Maryland
$3.95M +$219K +2,000 +6%
LFP
820
Lakeshore Financial Planning
Michigan
$3.94M +$19.9K +182 +0.5%
PIA
821
Perennial Investment Advisors
California
$3.94M -$78.7K -720 -2%
LDB
822
Lee, Danner & Bass
Tennessee
$3.94M -$12.7K -116 -0.3%
EA
823
Emerald Advisors
Washington
$3.92M +$219K +2,005 +6%
LFAS
824
Level Four Advisory Services
Texas
$3.92M +$757K +6,923 +24%
FFO
825
Fortitude Family Office
Arizona
$3.91M -$1.87M -17,092 -32%
31 32
33
34 35