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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 %
FPCG
1326
Forum Private Client Group
Indiana
$1.22M -$5.9K -54 -0.5%
AIM
1327
Anchor Investment Management
South Carolina
$1.22M – – –
BTI
1328
Blue Trust Inc
Georgia
$1.22M +$79.8K +730 +7%
KLCM
1329
KG&L Capital Management
Louisiana
$1.21M -$109K -996 -8%
SFG
1330
Sovereign Financial Group
Connecticut
$1.21M +$101K +924 +9%
FCA
1331
FLC Capital Advisors
California
$1.21M -$2.62K -24 -0.2%
PAG
1332
Paladin Advisory Group
Iowa
$1.21M -$124K -1,133 -9%
CWM
1333
Chemistry Wealth Management
New York
$1.2M – – –
CFG
1334
Carr Financial Group
Massachusetts
$1.19M -$684K -6,258 -36%
HSWS
1335
Higgins & Schmidt Wealth Strategies
Colorado
$1.19M -$765 -7 -0.1%
DFA
1336
Davies Financial Advisors
California
$1.19M -$186K -1,699 -14%
IIC
1337
Integrated Investment Consultants
Michigan
$1.18M -$7.32K -67 -0.6%
PFBT
1338
Parkside Financial Bank & Trust
Missouri
$1.17M -$69.9K -640 -6%
KFC
1339
Klingenstein Fields & Co
New York
$1.16M +$73K +668 +7%
AFG
1340
Allegheny Financial Group
Pennsylvania
$1.16M +$192K +1,757 +20%
TT
1341
TI-Trust
Illinois
$1.15M +$8.74K +80 +0.8%
TTWM
1342
TCV Trust & Wealth Management
Virginia
$1.15M +$6.12K +56 +0.5%
RWMH
1343
Riverpoint Wealth Management Holdings
Illinois
$1.15M +$107K +980 +10%
AWP
1344
Axis Wealth Partners
Rhode Island
$1.15M +$98K +897 +9%
GI
1345
GS Investments
Minnesota
$1.14M -$41K -375 -3%
OWP
1346
ORG Wealth Partners
Texas
$1.14M +$13.7K +124 +1%
AT
1347
Arlington Trust
Alabama
$1.14M +$535K +4,893 +88%
LWP
1348
Laurel Wealth Planning
Minnesota
$1.13M -$148K -1,351 -12%
IFA
1349
Index Fund Advisors
California
$1.13M +$5.9K +54 +0.5%
WMWM
1350
Wilkins Miller Wealth Management
Alabama
$1.13M +$451K +4,124 +67%
52 53
54
55 56