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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 %
LFP
851
Lakeshore Financial Planning
Michigan
$3.75M -$350K -3,347 -9%
ST
852
Sabal Trust
Florida
$3.75M -$148K -1,414 -4%
PCM
853
Parsons Capital Management
Rhode Island
$3.74M -$564K -5,393 -13%
WCM
854
Windsor Capital Management
Arizona
$3.74M -$101K -963 -3%
ATC
855
Adirondack Trust Company
New York
$3.73M -$19.2K -184 -0.5%
PCIG
856
Partners Capital Investment Group
Massachusetts
$3.72M +$3.72M +35,591 New
SEI Investments
857
SEI Investments
Pennsylvania
$3.72M +$1.08M +10,339 +41%
FCM
858
Fourpath Capital Management
Oklahoma
$3.72M -$279K -2,668 -7%
HH
859
Hilltop Holdings
Texas
$3.71M -$2.32M -22,216 -38%
RFG
860
RFP Financial Group
Georgia
$3.71M +$51.4K +492 +1%
CF
861
Conquis Financial
California
$3.7M +$20.2K +193 +0.5%
Luther King Capital Management (LKCM)
862
Luther King Capital Management (LKCM)
Texas
$3.69M -$4.33M – –
WA
863
WBH Advisory
Maryland
$3.69M -$194K -1,854 -5%
SIM
864
Stratos Investment Management
Ohio
$3.68M -$410K -3,918 -10%
CT
865
Colonial Trust
South Carolina
$3.68M -$227K -2,169 -6%
WWM
866
Wolff Wiese Magana
California
$3.67M +$102K +978 +3%
PAM
867
Palisade Asset Management
Minnesota
$3.65M +$194K +1,859 +6%
NCM
868
Next Capital Management
New York
$3.65M +$172K +1,641 +5%
MWM
869
Modern Wealth Management
Kansas
$3.64M +$541K +5,173 +17%
SIAM
870
Sterling Investment Advisors (Missouri)
Missouri
$3.64M +$116K +1,109 +3%
B
871
Birchbrook
Maine
$3.64M +$109K +1,047 +3%
BFG
872
Baron Financial Group
New Jersey
$3.63M -$58.6K -560 -2%
USCWA
873
U.S. Capital Wealth Advisors
Texas
$3.62M -$162K -1,546 -4%
WPW
874
Waldron Private Wealth
Pennsylvania
$3.61M +$78K +746 +2%
CP
875
Canopy Partners
Ohio
$3.6M -$103K -989 -3%
33 34
35
36 37