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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 %
FIA
1026
Foundations Investment Advisors
Arizona
$2.55M -$138K -1,315 -5%
NPT
1027
Nixon Peabody Trust
Massachusetts
$2.53M -$4.6K -44 -0.2%
PWPS
1028
Pinnacle Wealth Planning Services
Ohio
$2.53M -$17.8K -170 -0.7%
OW
1029
Olistico Wealth
Oklahoma
$2.53M +$114K +1,094 +5%
MBTD
1030
Mechanics Bank - Trust Department
California
$2.5M -$210K -2,012 -8%
BWAM
1031
Boyd Watterson Asset Management
Ohio
$2.49M – – –
FCMC
1032
Founders Capital Management (Connecticut)
Connecticut
$2.49M – – –
ANBT
1033
American National Bank & Trust
Texas
$2.49M -$145K -1,390 -6%
WP
1034
WealthShield Partners
North Carolina
$2.49M +$401K +3,833 +19%
TIA
1035
Tiemann Investment Advisors
California
$2.48M +$4.18K +40 +0.2%
GFG
1036
Goldstone Financial Group
Illinois
$2.48M -$3.41M -32,643 -58%
SC
1037
Sepio Capital
Utah
$2.48M -$6.69K -64 -0.3%
LWM
1038
Lyell Wealth Management
California
$2.47M +$392K +3,744 +19%
CFB
1039
Cullen/Frost Bankers
Texas
$2.47M +$238K +2,279 +11%
NCM
1040
Narwhal Capital Management
Georgia
$2.46M – – –
NFP
1041
Narus Financial Partners
Utah
$2.46M -$168K -1,605 -6%
CF
1042
Centaurus Financial
California
$2.45M -$11.9K -114 -0.5%
UCB
1043
United Community Bank
South Carolina
$2.45M +$468K +4,471 +24%
SAM
1044
Simplify Asset Management
Nevada
$2.44M +$425K +4,066 +21%
WIM
1045
Westside Investment Management
California
$2.44M +$105K +1,005 +5%
CFS
1046
CRA Financial Services
New Jersey
$2.43M -$78.6K -752 -3%
TWM
1047
Tradition Wealth Management
Minnesota
$2.43M -$20.9K -200 -0.9%
1M
1048
1248 Management
Missouri
$2.43M +$27.5K +265 +1%
SAM
1049
Silvercrest Asset Management
New York
$2.42M +$906K +8,665 +60%
WWM
1050
Woodside Wealth Management
Massachusetts
$2.42M +$2.42M +23,188 New
40 41
42
43 44