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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 %
CASB
826
Cape Ann Savings Bank
Massachusetts
$4.01M -$381K -3,643 -9%
LSIA
827
LaSalle St. Investment Advisors
Illinois
$4M +$1.83M +17,544 +85%
QCM
828
Quantinno Capital Management
New York
$3.99M +$426K +4,078 +12%
WFAG
829
Wescott Financial Advisory Group
Pennsylvania
$3.99M -$79.2K -757 -2%
HIMC
830
Heritage Investors Management Corp
Maryland
$3.97M +$74K +708 +2%
GWP
831
Gateway Wealth Partners
Wisconsin
$3.96M +$26.7K +255 +0.7%
SSWM
832
Sheets Smith Wealth Management
North Carolina
$3.94M -$332K -3,176 -8%
LWL
833
Leo Wealth LLC
Texas
$3.93M -$1.28M -12,218 -25%
FFN
834
Focus Financial Network
Minnesota
$3.91M +$141K +1,352 +4%
CAM
835
Campion Asset Management
Virginia
$3.9M +$49.8K +476 +1%
ST
836
Spinnaker Trust
Maine
$3.88M +$5.02K +48 +0.1%
MOACM
837
Mutual of America Capital Management
New York
$3.87M -$553K -5,284 -12%
EL
838
EWA LLC
Pennsylvania
$3.87M +$153K +1,465 +4%
JBW
839
Journey Beyond Wealth
Georgia
$3.86M +$244K +2,329 +7%
HLCM
840
Hi-Line Capital Management
South Dakota
$3.85M +$230K +2,197 +6%
MFG
841
Midwest Financial Group
Kansas
$3.85M +$526K +5,026 +16%
PIA
842
Perennial Investment Advisors
California
$3.85M +$213K +2,041 +6%
MCM
843
Magnolia Capital Management
New York
$3.84M -$493K -4,715 -11%
GWS
844
Greykasell Wealth Strategies
California
$3.84M +$235K +2,246 +7%
EWM
845
Evercore Wealth Management
New York
$3.83M -$128K -1,221 -3%
UFAC
846
Urban Financial Advisory Corp
Illinois
$3.81M +$37.8K +361 +1%
CPSC
847
Carl P. Sherr & Co
Massachusetts
$3.8M +$26.9K +257 +0.7%
CT
848
Coastline Trust
Rhode Island
$3.79M -$783K -7,485 -17%
LDB
849
Lee, Danner & Bass
Tennessee
$3.78M -$12K -115 -0.3%
GSWM
850
Greenup Street Wealth Management
Michigan
$3.77M +$355K +3,399 +10%
32 33
34
35 36