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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 %
RSF
1251
Rik Saylor Financial
Ohio
$1.46M -$11K -101 -0.7%
KWA
1252
Kellett Wealth Advisors
Ohio
$1.46M +$25.4K +232 +2%
DWG
1253
Darden Wealth Group
Michigan
$1.46M -$131K -1,196 -8%
CC
1254
Cadinha & Co
Hawaii
$1.46M -$256K -2,341 -15%
SOADOR
1255
State of Alaska Department of Revenue
Alaska
$1.45M -$284K -2,601 -16%
EFG
1256
Ehrlich Financial Group
California
$1.45M +$104K +952 +8%
SL
1257
SWMG LLC
Texas
$1.45M +$678K +6,009 +88%
AIM
1258
Advyzon Investment Management
Illinois
$1.44M +$1.44M +13,167 +35,586%
MWAM
1259
Manhattan West Asset Management
California
$1.44M -$338K -3,088 -19%
TFM
1260
TFC Financial Management
Massachusetts
$1.43M -$244K -2,229 -15%
ES
1261
Eagle Strategies
New York
$1.43M +$21K +192 +1%
AWM
1262
AAF Wealth Management
Massachusetts
$1.42M -$927K -8,483 -39%
JPWM
1263
Jamison Private Wealth Management
Georgia
$1.42M -$7.98K -73 -0.6%
VCM
1264
Vivaldi Capital Management
Illinois
$1.42M +$901K +8,246 +174%
MSAM
1265
Moloney Securities Asset Management
Missouri
$1.4M -$618K -5,653 -31%
CIBC World Market
1266
CIBC World Market
Ontario, Canada
$1.39M -$33.8K -309 -2%
CWA
1267
Continuum Wealth Advisors
New York
$1.39M -$25.1K -230 -2%
CAM
1268
Congress Asset Management
Massachusetts
$1.38M -$94.9K -868 -6%
CCM
1269
Coldstream Capital Management
Washington
$1.38M -$346K -3,167 -20%
ACG
1270
Allen Capital Group
Nebraska
$1.37M -$223K -2,040 -14%
QCM
1271
QRG Capital Management
Illinois
$1.37M +$349K +3,194 +34%
ONST
1272
Old North State Trust
North Carolina
$1.36M +$142K +1,296 +12%
TIAAOA
1273
Teachers Insurance & Annuity Association of America
New York
$1.36M -$34.6K -317 -2%
LWA
1274
Lineweaver Wealth Advisors
Ohio
$1.36M -$709K -6,483 -34%
FPGK
1275
Financial Partners Group (Kansas)
Kansas
$1.35M -$465K -4,251 -26%
49 50
51
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