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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 %
IA
1351
IFC Advisors
California
$1.13M +$88.5K +810 +9%
PWP
1352
Principle Wealth Partners
Connecticut
$1.12M -$30M -274,898 -96%
PWM
1353
PBMares Wealth Management
Virginia
$1.12M +$41.5K +380 +4%
LSA
1354
Lansing Street Advisors
Pennsylvania
$1.12M +$18.7K +171 +2%
RW
1355
Rockport Wealth
Ohio
$1.12M +$1.12M +10,219 New
CCA
1356
Clearwater Capital Advisors
Illinois
$1.11M -$81.9K -749 -7%
FCMC
1357
Founders Capital Management (Connecticut)
Connecticut
$1.11M -$1.49M -13,670 -57%
BWA
1358
BlueChip Wealth Advisors
Georgia
$1.11M -$7.32K -67 -0.7%
FDW
1359
Fourth Dimension Wealth
Ohio
$1.1M -$159K -1,453 -13%
SC
1360
Solstein Capital
California
$1.1M -$407K -3,724 -27%
LC
1361
Lincoln Capital
Nebraska
$1.1M -$4.04K -37 -0.4%
TF
1362
Tudor Financial
Ohio
$1.1M -$219K -2,002 -17%
VT
1363
Vise Technologies
New York
$1.1M +$1.1M +10,050 New
MWM
1364
Maltin Wealth Management
New Jersey
$1.1M -$14.1K -129 -1%
BFM
1365
Broadview Financial Management
Wisconsin
$1.1M +$11.1K +102 +1%
OLA
1366
Oliver Luxxe Assets
New Jersey
$1.1M +$37.2K +340 +4%
DC
1367
Destiny Capital
Colorado
$1.09M +$172K +1,574 +19%
PPW
1368
Pasadena Private Wealth
California
$1.09M – – –
MA
1369
MONECO Advisors
Connecticut
$1.09M -$109 -1 -0%
RWM
1370
Riverchase Wealth Management
Texas
$1.09M – – –
GSEP
1371
Golden State Equity Partners
California
$1.09M -$70.7K -647 -6%
EF
1372
Empowered Funds
Pennsylvania
$1.09M +$1.09M +9,960 New
SYBT
1373
Stock Yards Bank & Trust
Kentucky
$1.09M -$128K -1,174 -11%
ZIC
1374
ZWJ Investment Counsel
Georgia
$1.09M -$114K -1,045 -10%
PC
1375
Port Capital
Illinois
$1.09M +$437 +4 +0%
53 54
55
56 57