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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 %
SRC
1076
Shufro Rose & Co
New York
$2.18M -$1.67K -16 -0.1%
LFG
1077
Lockerman Financial Group
California
$2.18M -$16.9K -155 -0.8%
P
1078
Pitcairn
Pennsylvania
$2.18M – – –
RWP
1079
Revolve Wealth Partners
New Jersey
$2.18M -$6.78K -62 -0.3%
MAWCM
1080
Mine & Arao Wealth Creation & Management
California
$2.16M -$10.1K -92 -0.5%
FCI
1081
Financial Counselors Inc
Kansas
$2.15M -$27.4M -250,588 -93%
DIA
1082
Dana Investment Advisors
Wisconsin
$2.15M -$185K -1,695 -8%
KCM
1083
Kathmere Capital Management
Pennsylvania
$2.14M -$91.6K -838 -4%
HF
1084
HRT Financial
New York
$2.14M +$1.65M +15,082 +337%
SLC
1085
Second Line Capital
Louisiana
$2.12M -$381K -3,485 -15%
RFO
1086
RiverGlades Family Offices
Florida
$2.12M +$35K +320 +2%
MBTD
1087
Mechanics Bank - Trust Department
California
$2.12M -$494K -4,519 -19%
TFCP
1088
Twin Focus Capital Partners
Massachusetts
$2.11M -$92K -842 -4%
TPWA
1089
TRUE Private Wealth Advisors
Oregon
$2.11M -$323K -2,955 -13%
SFMG
1090
Sage Financial Management Group
Virginia
$2.11M -$552K -5,051 -21%
ACM
1091
Absolute Capital Management
Pennsylvania
$2.1M -$874 -8 -0%
SLFPAM
1092
St. Louis Financial Planners Asset Management
Missouri
$2.1M +$2.1M +19,239 New
MIC
1093
Means Investment Company
Maine
$2.1M -$122K -1,118 -5%
LFG
1094
Leverty Financial Group
Wisconsin
$2.1M +$728K +6,660 +53%
AWP
1095
Astra Wealth Partners
New Jersey
$2.09M +$170K +1,557 +9%
PWA
1096
Peterson Wealth Advisors
Utah
$2.09M -$510K -4,663 -20%
Chevy Chase Trust
1097
Chevy Chase Trust
Maryland
$2.09M +$34.6K +317 +2%
OBGC
1098
O'Brien Greene & Co
Pennsylvania
$2.09M -$29.8K -273 -1%
IA
1099
Inspire Advisors
Idaho
$2.09M +$302K +2,760 +17%
AWA
1100
Arete Wealth Advisors
Illinois
$2.09M -$429K -3,928 -17%
42 43
44
45 46