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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 %
ATWA
1226
Arbor Trust Wealth Advisors
Michigan
$1.53M +$219 +2 +0%
FFP
1227
FourThought Financial Partners
Florida
$1.52M +$491K +4,496 +48%
PAM
1228
Peak Asset Management
Colorado
$1.52M +$21.9K +200 +1%
AW
1229
Avion Wealth
Texas
$1.52M +$420K +3,845 +38%
GKIM
1230
GW&K Investment Management
Massachusetts
$1.52M +$210K +1,924 +16%
IPW
1231
Intergy Private Wealth
Colorado
$1.52M +$145K +1,323 +11%
PGA
1232
Portland Global Advisors
Maine
$1.52M -$210K -1,917 -12%
FVWA
1233
Foster Victor Wealth Advisors
South Carolina
$1.51M -$38.1K -337 -2%
CFFP
1234
Center for Financial Planning
Michigan
$1.51M -$46.3K -424 -3%
IPWA
1235
International Private Wealth Advisors
California
$1.51M -$48.3K -442 -3%
AC
1236
AWM Capital
Arizona
$1.51M – – –
EFH
1237
Eaton Financial Holdings
Florida
$1.51M +$1.2M +10,997 +393%
EFA
1238
Edge Financial Advisors
Illinois
$1.5M -$72.9K -663 -5%
CA
1239
Cambridge Advisors
Nebraska
$1.5M +$3.61K +33 +0.2%
RL
1240
Rogco LP
Oklahoma
$1.49M +$30.5K +279 +2%
DFA
1241
DHJJ Financial Advisors
Illinois
$1.49M +$88.6K +811 +6%
AWA
1242
Aaron Wealth Advisors
Illinois
$1.49M -$97.7K -894 -6%
JWCA
1243
J.W. Coons Advisors
Ohio
$1.49M -$210K -1,917 -12%
WA
1244
WP Advisors
California
$1.49M +$5.46K +50 +0.4%
IAS
1245
Investment Advisory Services
Texas
$1.49M -$1.02M -9,323 -41%
RG
1246
Rathbones Group
United Kingdom
$1.48M -$3.28K -30 -0.2%
FAI
1247
Fiduciary Advisors Inc
Missouri
$1.48M +$491K +4,496 +50%
ADL
1248
Asset Dedication LLC
California
$1.47M +$122K +1,115 +9%
NEAM
1249
New England Asset Management
Connecticut
$1.47M – – –
RhumbLine Advisers
1250
RhumbLine Advisers
Massachusetts
$1.46M -$1.92M -17,557 -57%
48 49
50
51 52