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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 %
Legacy Financial Group (Iowa)
1401
Legacy Financial Group (Iowa)
Iowa
$1.02M -$10.1K -92 -1%
ACP
1402
Aviance Capital Partners
Florida
$1.02M +$2.62K +24 +0.3%
NPA
1403
Nichols & Pratt Advisers
Massachusetts
$1.01M +$1.01M +9,280 New
BMD
1404
Better Money Decisions
New Mexico
$1.01M -$13.1K -120 -1%
WC
1405
Waterloo Capital
Texas
$1.01M -$169K -1,550 -14%
AIA
1406
AssuredPartners Investment Advisors
Florida
$1.01M -$120K -1,099 -11%
OP
1407
ORG Partners
Indiana
$1M +$86.8K +789 +9%
T
1408
Tableaux
Massachusetts
$1M +$837K +16,737 +511%
CAM
1409
Chandler Asset Management
California
$1M – – –
KW
1410
KWB Wealth
California
$995K -$20.4K -195 -2%
CFG
1411
Cosner Financial Group
Colorado
$993K -$3.61K -33 -0.4%
TF
1412
Tompkins Financial
New York
$984K -$65.6K -600 -6%
PAM
1413
PCG Asset Management
New Jersey
$981K +$10.4K +95 +1%
TAM
1414
Townsend Asset Management
North Carolina
$977K -$70.3K -643 -7%
TIP
1415
Tandem Investment Partners
New Jersey
$974K -$12K -110 -1%
HWM
1416
HRC Wealth Management
Idaho
$974K +$55K +503 +6%
CMAI
1417
Capital Management Associates Inc
Minnesota
$972K -$867K -7,933 -47%
NF
1418
NavPoint Financial
Minnesota
$972K -$213K -1,949 -18%
FCM
1419
Firestone Capital Management
Florida
$966K +$314K +2,873 +48%
AT
1420
American Trust
Kentucky
$961K +$961K +8,796 New
CS
1421
Cannell & Spears
New York
$961K +$20.7K +189 +2%
KFGG
1422
Keystone Financial Group (Georgia)
Georgia
$958K -$71.9K -643 -7%
CAWM
1423
Capital Advisors Wealth Management
Washington
$956K -$416K -3,808 -30%
TBT
1424
Texas Bank & Trust
Texas
$947K +$13.3K +122 +1%
BAM
1425
Berkshire Asset Management
Pennsylvania
$947K -$21.9K -200 -2%
55 56
57
58 59