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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 %
TIAA Trust, National Association
126
TIAA Trust, National Association
North Carolina
$54.8M +$705K +6,745 +1%
CA
127
Clearstead Advisors
Ohio
$54.2M +$2.47M +23,653 +5%
CWM
128
Calamos Wealth Management
Illinois
$54.2M +$9.5M +90,843 +21%
VC
129
Vicus Capital
Pennsylvania
$53.4M +$614K +5,869 +1%
FA
130
Financial Advisors
Massachusetts
$53.2M +$561K +5,365 +1%
LWMT
131
Legacy Wealth Management (Tennessee)
Tennessee
$51.9M +$845K +8,085 +2%
BSB
132
Bangor Savings Bank
Maine
$51.3M +$46K +440 +0.1%
ODIJL
133
One Day In July LLC
Vermont
$51.2M -$626K -5,988 -1%
P
134
&Partners
Tennessee
$51.2M +$4.21M +40,584 +9%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$51.2M -$14.2M -121,515 -22%
EH
136
Equitable Holdings
New York
$51.1M -$5.67M -54,187 -10%
FNT
137
First National Trust
Pennsylvania
$49.5M -$1.85M -17,687 -4%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$49.2M -$4.01M -38,312 -8%
WA
139
Wealth Architects
California
$49.2M -$598K -5,717 -1%
SWP
140
Stratos Wealth Partners
Ohio
$49M -$7.99M -76,417 -14%
AllianceBernstein
141
AllianceBernstein
Tennessee
$48.9M +$2.63M +25,138 +6%
BBHC
142
Brown Brothers Harriman & Co
New York
$48.4M +$1.28M +12,285 +3%
FT
143
Fiduciary Trust
Massachusetts
$48.1M +$355K +3,393 +0.7%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$47.8M +$4.12M +39,752 +9%
SGDR
145
SPX Gestao de Recursos
Brazil
$47.6M -$6.76M -64,620 -12%
CIA
146
Choate Investment Advisors
Massachusetts
$47.5M +$1.37M +13,126 +3%
Bank of Nova Scotia
147
Bank of Nova Scotia
Ontario, Canada
$47.3M – – –
CWM
148
Cahaba Wealth Management
Georgia
$47.1M +$1.82M +17,366 +4%
APCM
149
Alaska Permanent Capital Management
Alaska
$45.8M -$12.4M -118,373 -21%
BCWM
150
Bartlett & Co Wealth Management
Ohio
$45.8M +$3.18M +30,385 +7%
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