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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 %
HCM
1301
Howland Capital Management
Massachusetts
$1.28M -$43.2K -395 -3%
MIA
1302
Milestone Investment Advisors
Wisconsin
$1.28M -$417K -3,817 -25%
HCP
1303
Hardin Capital Partners
South Carolina
$1.27M +$164K +1,481 +15%
SWM
1304
SeaCrest Wealth Management
New York
$1.27M -$14.1K -129 -1%
FPW
1305
Flagship Private Wealth
Massachusetts
$1.27M -$44.5K -407 -3%
LSWP
1306
Liberty Square Wealth Partners
Pennsylvania
$1.26M -$53.8K -492 -4%
UB
1307
Umpqua Bank
Oregon
$1.26M -$18.9K -169 -1%
TRSOTSOK
1308
Teachers Retirement System of the State of Kentucky
Kentucky
$1.26M – – –
CIA
1309
Compass Ion Advisors
Pennsylvania
$1.26M +$4.37K +40 +0.3%
NAM
1310
NorthCrest Asset Manangement
Minnesota
$1.25M -$53.9K -477 -4%
DWP
1311
Destiny Wealth Partners
Florida
$1.25M +$1.25M +11,458 New
RFA
1312
Resurgent Financial Advisors
Georgia
$1.25M -$121K -1,108 -9%
RT
1313
Rockland Trust
Massachusetts
$1.25M +$4.92K +45 +0.4%
GC
1314
Gilbert & Cook
Iowa
$1.25M -$1.2K -11 -0.1%
SFP
1315
Sterling Financial Planning
New Jersey
$1.24M -$1.42K -13 -0.1%
SI
1316
Saxon Interests
Texas
$1.24M – – –
XPN
1317
XY Planning Network
Montana
$1.24M +$245K +2,246 +25%
ESB
1318
Essex Savings Bank
Connecticut
$1.23M -$468K -4,282 -27%
SPC
1319
Spirepoint Private Client
Florida
$1.23M +$34.1K +312 +3%
IAA
1320
Independent Advisor Alliance
North Carolina
$1.23M -$204K -1,867 -14%
TSWM
1321
Tyler-Stone Wealth Management
Ohio
$1.23M -$23.2K -212 -2%
1IA
1322
1834 Investment Advisors
Wisconsin
$1.23M +$3.17K +29 +0.3%
SXL
1323
Summit X LLC
Missouri
$1.22M -$80.1K -733 -6%
KV
1324
Kickstand Ventures
New York
$1.22M +$650K +5,946 +113%
SCA
1325
Sandy Cove Advisors
Massachusetts
$1.22M -$31.5K -288 -3%
51 52
53
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