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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 %
EH
126
Equitable Holdings
New York
$55M +$1.66M +15,176 +3%
LWMT
127
Legacy Wealth Management (Tennessee)
Tennessee
$54.2M -$42.8K -392 -0.1%
BSB
128
Bangor Savings Bank
Maine
$53.5M -$31.7K -290 -0.1%
APCM
129
Alaska Permanent Capital Management
Alaska
$53.5M +$5.62M +51,455 +12%
WA
130
Wealth Architects
California
$53.3M +$1.9M +17,411 +4%
FFA
131
Farther Finance Advisors
California
$52.4M +$22.6M +206,941 +76%
AllianceBernstein
132
AllianceBernstein
Tennessee
$52.3M +$1.26M +11,496 +2%
BBHC
133
Brown Brothers Harriman & Co
New York
$51.5M +$826K +7,556 +2%
FNT
134
First National Trust
Pennsylvania
$51.1M -$590K -5,395 -1%
CA
135
Clearstead Advisors
Ohio
$51.1M -$5.59M -51,103 -10%
CWM
136
Congress Wealth Management
Massachusetts
$50.9M +$3.36M +30,719 +7%
BCWM
137
Bartlett & Co Wealth Management
Ohio
$50.7M +$2.92M +26,698 +6%
SWP
138
Stratos Wealth Partners
Ohio
$50M -$1.3M -11,928 -3%
FT
139
Fiduciary Trust
Massachusetts
$49.4M -$836K -7,648 -2%
CWM
140
Cahaba Wealth Management
Georgia
$46.3M -$2.92M -26,738 -6%
HWA
141
HCR Wealth Advisors
California
$45.8M +$1.02M +9,366 +2%
R
142
Rebalance
California
$45.5M +$3.92M +35,872 +9%
RWM
143
RKL Wealth Management
Pennsylvania
$45.5M +$1M +9,187 +2%
BCM
144
Becker Capital Management
Oregon
$45.3M -$16.9M -154,449 -27%
ODIJL
145
One Day In July LLC
Vermont
$44.3M -$9.25M -84,601 -17%
GRP
146
Global Retirement Partners
California
$44.3M +$44.3M +404,890 New
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$43.9M -$7.52M -68,803 -15%
ACGA
148
Atlanta Consulting Group Advisors
Georgia
$43.9M +$281K +2,574 +0.6%
NQWM
149
Northwest Quadrant Wealth Management
Oregon
$43.8M -$617K -5,646 -1%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$43.6M -$6.32M -58,450 -13%
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