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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 %
CWA
1126
Core Wealth Advisors
Florida
$1.97M -$25.2K -231 -1%
DAS
1127
Diversify Advisory Services
Utah
$1.96M +$490K +4,281 +33%
OWP
1128
Obermeyer Wealth Partners
Colorado
$1.96M -$64.9K -594 -3%
SS
1129
SBI Securities
Japan
$1.96M -$12.5K -114 -0.6%
DFA
1130
Delta Financial Advisors
Louisiana
$1.95M -$55K -503 -3%
KWA
1131
Kingswood Wealth Advisors
California
$1.95M -$244K -2,235 -11%
ACM
1132
Ascent Capital Management
Oregon
$1.95M -$115K -1,049 -6%
LAM
1133
LOM Asset Management
$1.94M +$1.94M +17,778 New
AA
1134
Armis Advisers
Georgia
$1.94M +$553K +4,920 +40%
ACA
1135
Affinity Capital Advisors
California
$1.94M -$76.9K -704 -4%
DWA
1136
Dougherty Wealth Advisers
Minnesota
$1.94M -$297K -2,715 -13%
BFW
1137
Brady Family Wealth
Missouri
$1.94M -$63.4K -580 -3%
SF
1138
SWP Financial
California
$1.93M +$328 +3 +0%
KBFS
1139
Kohmann Bosshard Financial Services
Ohio
$1.93M -$82K -750 -4%
CCA
1140
Cora Capital Advisors
New Jersey
$1.91M -$258K -2,361 -12%
RFN
1141
RDA Financial Network
Iowa
$1.91M -$30.3K -277 -2%
FNC
1142
First National Corp
Massachusetts
$1.9M +$156K +1,423 +9%
SIC
1143
Samalin Investment Counsel
New York
$1.9M +$296K +2,711 +19%
CPBTD
1144
Central Pacific Bank - Trust Division
Hawaii
$1.89M -$401K -3,672 -18%
CAL
1145
Capital Advisors Ltd
Ohio
$1.88M -$47.8K -437 -2%
CTA
1146
Camelot Technology Advisors
California
$1.87M +$4.37K +40 +0.2%
GDP
1147
Great Diamond Partners
Maine
$1.87M +$1.27M +11,612 +212%
MPM
1148
Meritage Portfolio Management
Kansas
$1.86M -$53.2K -487 -3%
ANC
1149
Ames National Corp
Iowa
$1.84M +$132K +1,211 +8%
PIMG
1150
Patriot Investment Management Group
Tennessee
$1.84M +$8.63K +79 +0.5%
44 45
46
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