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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 %
VCM
926
Viewpoint Capital Management
Washington
$3.09M – – –
NL
927
NWAM LLC
Washington
$3.09M -$3.26M -29,216 -51%
WA
928
Wilshire Advisors
California
$3.07M +$21.9K +200 +0.7%
GFL
929
Granite FO LLC
New Hampshire
$3.06M +$361K +3,305 +13%
SGK
930
Steigerwald Gordon & Koch
Virginia
$3.05M +$70.8K +648 +2%
RPGK
931
Retirement Planning Group (Kansas)
Kansas
$3.05M -$226K -2,069 -7%
EFS
932
Essex Financial Services
Connecticut
$3.04M -$302K -2,760 -9%
WWM
933
Wiser Wealth Management
Georgia
$3.04M +$368K +3,366 +14%
PCM
934
Pennsylvania Capital Management
Pennsylvania
$3.01M -$158K -1,447 -5%
PRTG
935
Post Resch Tallon Group
New York
$3.01M -$8.09K -74 -0.3%
JCM
936
Jacobi Capital Management
Pennsylvania
$3M +$182K +1,661 +6%
TFG
937
Tilson Financial Group
New Jersey
$3M +$963K +8,814 +47%
OW
938
Olistico Wealth
Oklahoma
$3M +$358K +3,278 +14%
HWMT
939
Heritage Wealth Management (Texas)
Texas
$3M -$186K -1,700 -6%
LI
940
LVZ Inc
Michigan
$2.99M +$1.78M +16,300 +147%
GFP
941
Gryphon Financial Partners
Ohio
$2.99M +$191K +1,752 +7%
DF
942
Dunhill Financial
United Kingdom
$2.98M +$2.62M +23,985 +725%
CST
943
Charles Schwab Trust
Nevada
$2.97M +$765 +7 +0%
3F
944
360 Financial
Minnesota
$2.97M +$222K +2,035 +8%
USB
945
Union Savings Bank
Connecticut
$2.97M +$76K +689 +3%
W
946
Wealthquest
Ohio
$2.96M -$148K -1,355 -5%
YP
947
YANKCOM Partnership
South Dakota
$2.96M +$61.3K +561 +2%
WDL
948
Well Done LLC
Michigan
$2.95M -$416K -3,809 -12%
GFG
949
Goldstone Financial Group
Illinois
$2.95M +$269K +2,376 +10%
FTC
950
Farmers Trust Company
Ohio
$2.94M -$483K -4,415 -14%
36 37
38
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