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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 %
NPFS
1126
Novak & Powell Financial Services
Florida
$2.08M -$160K -1,529 -7%
MAWCM
1127
Mine & Arao Wealth Creation & Management
California
$2.07M -$11.2K -107 -0.5%
CG
1128
Caprock Group
Idaho
$2.07M +$521K +4,986 +34%
MSWA
1129
Marshall & Sterling Wealth Advisors
New York
$2.06M -$477K -4,563 -19%
DCM
1130
Dudley Capital Management
Virginia
$2.05M +$162K +1,547 +9%
GAA
1131
Guardian Asset Advisors
Pennsylvania
$2.04M +$75K +717 +4%
JIC
1132
Joel Isaacson & Co
New York
$2.04M -$22.8K -218 -1%
FOR
1133
Family Office Research
Maryland
$2.03M +$46.5K +445 +2%
EI
1134
Ellevest Inc
New York
$2.03M -$24.3K -232 -1%
CCA
1135
Carrera Capital Advisors
Michigan
$2.03M -$171K -1,635 -8%
OBGC
1136
O'Brien Greene & Co
Pennsylvania
$2.03M -$110K -1,050 -5%
WWA
1137
WCG Wealth Advisors
Nevada
$2.03M -$209K -2,003 -9%
AGP
1138
Autumn Glory Partners
Texas
$2.02M – – –
ACM
1139
Absolute Capital Management
Pennsylvania
$2.01M +$8.89K +85 +0.4%
SCM
1140
SOL Capital Management
Maryland
$2.01M +$23K +220 +1%
MTIC
1141
Missouri Trust & Investment Company
Missouri
$2M -$88.4K -845 -4%
RFO
1142
RiverGlades Family Offices
Florida
$2M +$1.15K +11 +0.1%
WEG
1143
World Equity Group
Illinois
$1.98M -$2.03M -19,330 -51%
LWA
1144
Lineweaver Wealth Advisors
Ohio
$1.98M +$34.4K +329 +2%
ACM
1145
Ascent Capital Management
Oregon
$1.98M +$41K +392 +2%
SCA
1146
STALEY CAPITAL ADVISERS
Pennsylvania
$1.98M +$635K +6,076 +47%
Chevy Chase Trust
1147
Chevy Chase Trust
Maryland
$1.97M -$70.9K -678 -3%
RWA
1148
Roberts Wealth Advisors
California
$1.97M -$271K -2,594 -12%
GI
1149
GAMMA Investing
California
$1.95M +$109K +1,041 +6%
VAM
1150
Verity Asset Management
North Carolina
$1.95M +$935K +8,945 +92%
44 45
46
47 48