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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 %
BCG
951
Breakwater Capital Group
New Jersey
$2.94M -$7.32K -67 -0.2%
ZIM
952
Zacks Investment Management
Illinois
$2.93M -$482K -4,412 -14%
JFG
953
JMG Financial Group
Illinois
$2.93M +$8.42K +77 +0.3%
EPP
954
ETF Portfolio Partners
Kansas
$2.93M -$367K -3,358 -11%
TCOT
955
Trust Company of Toledo
Ohio
$2.91M -$71K -650 -2%
CWM
956
Cornerstone Wealth Management
Missouri
$2.91M +$7.76K +71 +0.3%
HCM
957
Hicks Capital Management
Ohio
$2.9M -$29.3K -268 -1%
GCA
958
Greenwood Capital Associates
South Carolina
$2.88M -$44.9K -411 -2%
TA
959
TPG Advisors
Illinois
$2.85M +$765 +7 +0%
AWM
960
Atticus Wealth Management
Florida
$2.84M +$321K +2,936 +13%
WP
961
Westmount Partners
California
$2.84M +$1.85M +16,950 +188%
PWA
962
Provenance Wealth Advisors
Florida
$2.84M -$235K -2,154 -8%
CPIA
963
Cornell Pochily Investment Advisors
New York
$2.84M -$63.8K -584 -2%
BWG
964
Balanced Wealth Group
Ohio
$2.82M -$278K -2,517 -9%
CA
965
Continuum Advisory
Idaho
$2.81M -$575K -5,263 -17%
GSWM
966
Golden State Wealth Management
California
$2.81M -$254K -2,328 -8%
DPI
967
Diversified Portfolios Inc
Michigan
$2.81M +$285K +2,612 +11%
RWM
968
Rialto Wealth Management
New York
$2.8M +$3.06K +28 +0.1%
KFAA
969
Klaas Financial Asset Advisors
Illinois
$2.8M +$103K +945 +4%
BFS
970
Bradley Foster & Sargent
Connecticut
$2.79M +$1.98M +18,072 +241%
TF
971
Trek Financial
Arizona
$2.79M +$1.23M +11,213 +78%
IWB
972
Innovative Wealth Building
Maryland
$2.79M -$143K -1,304 -5%
FFS
973
Fortress Financial Solutions
Arizona
$2.79M +$83.2K +761 +3%
MOACM
974
Mutual of America Capital Management
New York
$2.76M -$1.29M -11,773 -32%
WA
975
Wealth Alliance
New York
$2.76M +$35.4K +324 +1%
37 38
39
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