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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 %
Allspring Global Investments
1026
Allspring Global Investments
North Carolina
$2.46M -$13.4M -120,973 -84%
SL
1027
Sentinus LLC
Illinois
$2.46M +$760K +6,955 +45%
HIP
1028
HUB Investment Partners
Texas
$2.46M +$5.25K +48 +0.2%
CANC
1029
Culbertson A N & Co
Virginia
$2.45M +$86.2K +789 +4%
RW
1030
RVW Wealth
California
$2.44M -$47.8K -437 -2%
LAM
1031
Lewis Asset Management
California
$2.44M +$141K +1,291 +6%
CCA
1032
Cobblestone Capital Advisors
New York
$2.44M +$979K +8,961 +67%
MPPLM
1033
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.44M +$32.8K +300 +1%
BL
1034
Balentine LLC
Georgia
$2.43M +$559K +5,119 +30%
V
1035
VeraBank
Texas
$2.42M -$328 -3 -0%
Neuberger Berman Group
1036
Neuberger Berman Group
New York
$2.4M -$5.47M -50,086 -70%
SAM
1037
Smartleaf Asset Management
Massachusetts
$2.4M +$105K +957 +5%
SAM
1038
Secure Asset Management
Michigan
$2.4M +$100K +918 +4%
ABTD
1039
Arvest Bank Trust Division
Oklahoma
$2.39M +$174K +1,596 +8%
CCFM
1040
Clear Creek Financial Management
Washington
$2.38M +$557K +5,098 +31%
PWM
1041
Pines Wealth Management
North Carolina
$2.38M +$79.2K +700 +3%
HCA
1042
Harbour Capital Advisors
Virginia
$2.38M +$163K +1,446 +7%
MSWM
1043
McGlone Suttner Wealth Management
Wisconsin
$2.37M +$2.3K +21 +0.1%
PB
1044
Pinnacle Bancorp
Nebraska
$2.36M -$122K -1,116 -5%
BMCM
1045
Bryn Mawr Capital Management
Pennsylvania
$2.35M -$361K -3,307 -13%
EWM
1046
Endowment Wealth Management
Wisconsin
$2.34M +$405K +3,707 +21%
RMDI
1047
R.M. Davis Inc
Maine
$2.33M -$130K -1,186 -5%
BFS
1048
BridgePort Financial Solutions
Iowa
$2.33M +$134K +1,222 +6%
FGWP
1049
Founders Grove Wealth Partners
Virginia
$2.31M -$96.6K -884 -4%
UWPG
1050
Ullmann Wealth Partners Group
Florida
$2.31M -$136K -1,244 -6%
40 41
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