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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 %
FCB
1151
First County Bank
Connecticut
$1.84M -$95.6K -875 -5%
SFG
1152
Sunburst Financial Group
Alabama
$1.83M -$7K -64 -0.4%
HNWAG
1153
High Net Worth Advisory Group
Florida
$1.81M -$27.4K -251 -1%
CFP
1154
Cypress Financial Planning
New Jersey
$1.81M +$179K +1,639 +11%
MWM
1155
Mascagni Wealth Management
Mississippi
$1.81M -$178K -1,631 -9%
CB
1156
Cadence Bank
Mississippi
$1.81M -$1.42K -13 -0.1%
PI
1157
PFG Investments
New York
$1.8M -$501K -4,582 -22%
ZF
1158
Zhang Financial
Michigan
$1.8M +$41.9K +383 +2%
NBWM
1159
North Berkeley Wealth Management
California
$1.8M +$360K +3,298 +25%
ACP
1160
Arcus Capital Partners
Georgia
$1.8M -$241K -2,201 -12%
FFS
1161
Flavin Financial Services
Florida
$1.79M -$108K -991 -6%
CWM
1162
Compass Wealth Management
Connecticut
$1.78M -$142K -1,297 -7%
AWM
1163
Accurate Wealth Management
Florida
$1.78M +$25.6K +224 +1%
VFG
1164
Valley Financial Group
Pennsylvania
$1.77M +$128K +1,173 +8%
JAA
1165
Joel Adams & Associates
North Carolina
$1.77M -$47.8K -437 -3%
FWM
1166
Forza Wealth Management
Florida
$1.77M – – –
QWM
1167
Quadcap Wealth Management
Texas
$1.77M -$17.7K -162 -1%
BPC
1168
Bearing Point Capital
Minnesota
$1.76M +$687K +6,288 +64%
GWM
1169
GSB Wealth Management
Connecticut
$1.75M -$12.9K -118 -0.7%
VCA
1170
Verdence Capital Advisors
Maryland
$1.75M +$26.2K +240 +2%
RBFC
1171
Roman Butler Fullerton & Co
Missouri
$1.74M -$231K -2,048 -12%
Acadian Asset Management
1172
Acadian Asset Management
Massachusetts
$1.73M +$548K +5,011 +46%
CCM
1173
Colorado Capital Management
Colorado
$1.73M -$57K -521 -3%
ABWM
1174
Alpine Bank Wealth Management
Colorado
$1.72M -$122K -1,120 -7%
WP
1175
WealthShield Partners
North Carolina
$1.72M -$880K -8,052 -34%
45 46
47
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