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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 %
FIB
101
First Interstate Bank
Montana
$69.7M +$1.34M +12,830 +2%
DWM
102
Dynasty Wealth Management
Florida
$68M -$7.44M -71,101 -10%
SPIA
103
Steward Partners Investment Advisory
New York
$67.6M +$3.81M +36,444 +6%
WT
104
Whittier Trust
California
$66.6M +$1.22M +11,674 +2%
AIMCA
105
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$65.2M -$17.9M -170,700 -21%
AF
106
Ally Financial
Michigan
$64.6M +$3.14M +30,000 +5%
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$64.6M – – –
RIG
108
RiverFront Investment Group
Virginia
$61.4M +$5.32M +50,913 +10%
SIC
109
Sigma Investment Counselors
Michigan
$59.9M -$2.29M -21,876 -4%
PAG
110
Private Advisor Group
New Jersey
$59.8M -$50.3M -481,364 -46%
SFG
111
Sage Financial Group
Pennsylvania
$59.7M +$5.91M +56,501 +11%
NA
112
NewEdge Advisors
Louisiana
$59.6M -$3.23M -30,904 -5%
FBFS
113
First Business Financial Services
Wisconsin
$59.6M +$3.77M +36,097 +7%
BCM
114
Becker Capital Management
Oregon
$59.5M +$25.1K +240 +0%
PGFC
115
Peapack-Gladstone Financial Corp
New Jersey
$59.5M +$445K +4,253 +0.8%
CI Investments Inc
116
CI Investments Inc
Ontario, Canada
$58.8M +$58.8M +562,253 New
SLT
117
St Louis Trust
Missouri
$58.5M -$1.14M -10,936 -2%
SF
118
Synovus Financial
Georgia
$58.2M +$2.15M +20,519 +4%
FSC
119
Full Sail Capital
Oklahoma
$58.1M -$232K -2,222 -0.4%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$58M +$1.9M +18,185 +3%
KA
121
Klingman & Associates
New York
$57.5M +$1.31M +12,566 +2%
State Street
122
State Street
Massachusetts
$56.2M -$56.8M -543,141 -50%
MWM
123
Mission Wealth Management
California
$55.8M +$12.1M +115,703 +28%
HWM
124
HB Wealth Management
Georgia
$55.6M +$38.6M +369,197 +227%
QWP
125
Quotient Wealth Partners
Texas
$55.6M +$3.81M +36,447 +7%
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