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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 %
RGF
1276
Retirement Guys Formula
Ohio
$1.48M +$65K +622 +5%
WCM
1277
Winthrop Capital Management
Indiana
$1.48M -$60.7K -580 -4%
ACM
1278
AUA Capital Management
Pennsylvania
$1.48M -$28.8K -275 -2%
GPI
1279
General Partner Inc
Pennsylvania
$1.48M – – –
CIR
1280
Clear Investment Research
Georgia
$1.47M +$40.9K +391 +3%
AWM
1281
Accurate Wealth Management
Florida
$1.47M -$177K -1,857 -11%
JSAM
1282
J. Safra Asset Management
New York
$1.46M -$68.1M -650,964 -98%
ATWA
1283
Arbor Trust Wealth Advisors
Michigan
$1.46M -$8.78K -84 -0.6%
WC
1284
Weil Company
California
$1.46M -$291K -2,781 -17%
AWM
1285
Avondale Wealth Management
Texas
$1.46M +$1.2M +11,474 +470%
GPWA
1286
Great Point Wealth Advisors
Massachusetts
$1.45M -$112K -1,072 -7%
AC
1287
AWM Capital
Arizona
$1.44M +$92K +880 +7%
SC
1288
Solstein Capital
California
$1.44M – – –
PAM
1289
Peak Asset Management
Colorado
$1.44M -$7.32K -70 -0.5%
EL
1290
EQ LLC
Washington
$1.43M -$6.83M -65,306 -83%
CA
1291
Cambridge Advisors
Nebraska
$1.43M +$12.7K +121 +0.9%
WA
1292
WP Advisors
California
$1.42M +$4.39K +42 +0.3%
RG
1293
Rathbones Group
United Kingdom
$1.42M -$20.6K -197 -1%
CAM
1294
Congress Asset Management
Massachusetts
$1.41M -$82.5K -789 -6%
RSF
1295
Rik Saylor Financial
Ohio
$1.41M +$17.2K +164 +1%
NEAM
1296
New England Asset Management
Connecticut
$1.4M +$472K +4,510 +51%
AO
1297
Advisor OS
Illinois
$1.4M +$18.1K +173 +1%
RL
1298
Rogco LP
Oklahoma
$1.4M +$65.7K +628 +5%
CCA
1299
Cobblestone Capital Advisors
New York
$1.4M -$132K -1,259 -9%
NRW
1300
Nova R Wealth
Kansas
$1.39M +$54.6K +522 +4%
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