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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 %
AAS
76
Avantax Advisory Services
Texas
$96.7M +$1.65M +15,738 +2%
AIM
77
Acropolis Investment Management
Missouri
$96.1M +$1.95M +18,667 +2%
Bessemer Group
78
Bessemer Group
New Jersey
$94M +$304K +2,908 +0.3%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$92.2M -$16.5M -158,246 -15%
Members Trust
80
Members Trust
Florida
$91.8M +$7.72M +73,803 +9%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$90.1M +$13M +124,144 +17%
Kovitz Investment Group Partners
82
Kovitz Investment Group Partners
Illinois
$88.2M -$8.51M -81,423 -9%
MAWA
83
Moss Adams Wealth Advisors
Washington
$87.2M +$5.08M +48,580 +6%
BIAS
84
Beacon Investment Advisory Services
New Jersey
$86.7M +$2.9M +27,740 +3%
IC
85
IEQ Capital
California
$84.7M +$26.4M +252,551 +45%
DWM
86
Destination Wealth Management
California
$83.3M +$2.32M +22,209 +3%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$82.6M -$18.2M -174,058 -18%
AI
88
Accredited Investors
Minnesota
$81.2M +$619K +5,917 +0.8%
BF
89
BOK Financial
Oklahoma
$81.1M +$615K +5,878 +0.8%
Brown Advisory
90
Brown Advisory
Maryland
$81M +$31.4M +300,487 +63%
KAS
91
Kestra Advisory Services
Texas
$80.8M -$28M -267,525 -26%
SCM
92
Steele Capital Management
Iowa
$80.4M +$1.66M +15,906 +2%
GT
93
Greenleaf Trust
Michigan
$80.3M -$3.76M -35,994 -4%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$79.5M +$3.46M +33,089 +5%
UB
95
UMB Bank
Missouri
$76.5M -$5.64M -53,888 -7%
HI
96
Horizon Investments
North Carolina
$76.1M -$3.33M -31,811 -4%
SWM
97
SigFig Wealth Management
California
$75M +$1.59M +15,280 +2%
SSB
98
Sandy Spring Bank
Maryland
$72.7M +$2.07M +19,797 +3%
GT
99
Glenview Trust
Kentucky
$71.5M +$1.98M +18,903 +3%
BBA
100
BLB&B Advisors
Pennsylvania
$70.3M -$2.69M -25,751 -4%
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4
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