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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 %
AWF
1226
Alpha Wealth Funds
Utah
$1.66M -$157K -1,500 -9%
BCM
1227
Bayesian Capital Management
New York
$1.65M +$1.65M +15,800 New
CCM
1228
Coldstream Capital Management
Washington
$1.65M -$134K -1,281 -8%
PGA
1229
Portland Global Advisors
Maine
$1.65M -$24.1K -230 -1%
VCA
1230
Verdence Capital Advisors
Maryland
$1.65M -$147K -1,403 -8%
CC
1231
Cadinha & Co
Hawaii
$1.64M -$41.6K -398 -2%
PIM
1232
Penobscot Investment Management
Massachusetts
$1.64M – – –
SIA
1233
SeaBridge Investment Advisors
New Jersey
$1.64M -$11K -105 -0.7%
ANC
1234
Ames National Corp
Iowa
$1.63M +$169K +1,613 +12%
ESB
1235
Essex Savings Bank
Connecticut
$1.63M +$20.1K +192 +1%
SL
1236
Sentinus LLC
Illinois
$1.63M -$143K -1,365 -8%
JWCA
1237
J.W. Coons Advisors
Ohio
$1.63M +$26.6K +254 +2%
MIA
1238
Milestone Investment Advisors
Wisconsin
$1.62M -$339K -3,242 -17%
YIH
1239
Y-Intercept (HK)
Hong Kong
$1.62M -$755K -7,220 -32%
BWA
1240
BlueSky Wealth Advisors
North Carolina
$1.61M -$48.9K -468 -3%
LA
1241
Lane & Associates
New Jersey
$1.61M +$78.8K +754 +5%
TFM
1242
TFC Financial Management
Massachusetts
$1.61M +$523 +5 +0%
SFM
1243
Signet Financial Management
New Jersey
$1.59M -$33.9K -324 -2%
RCG
1244
Regatta Capital Group
California
$1.58M -$105K -1,000 -6%
PA
1245
PFG Advisors
Arizona
$1.58M +$33.5K +320 +2%
NB
1246
NBT Bank
New York
$1.58M -$133K -1,269 -8%
BIM
1247
Baldwin Investment Management
Pennsylvania
$1.57M -$72.4K -692 -4%
VFG
1248
Valley Financial Group
Pennsylvania
$1.57M -$31.4K -300 -2%
NRC
1249
New Republic Capital
North Carolina
$1.57M +$53.5K +512 +4%
CFP
1250
Cypress Financial Planning
New Jersey
$1.56M +$44.7K +427 +3%
48 49
50
51 52