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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 %
TPW
1501
Transatlantique Private Wealth
New York
$820K – – –
VAM
1502
Verity Asset Management
North Carolina
$818K -$1.22M -11,205 -60%
GWM
1503
Greenhouse Wealth Management
Connecticut
$815K -$5.14K -47 -0.6%
SVWAG
1504
Sound View Wealth Advisors Group
Georgia
$814K +$69.4K +635 +9%
EC
1505
EdgeRock Capital
Colorado
$814K +$814K +7,448 New
SFSG
1506
Sound Financial Strategies Group
Mississippi
$811K -$5.57K -51 -0.7%
WOSD
1507
WFA of San Diego
California
$810K +$810K +7,411 New
PWM
1508
PTM Wealth Management
United States
$807K -$7.24K -64 -0.9%
VPP
1509
Vertex Planning Partners
Illinois
$801K -$546 -5 -0.1%
GHAM
1510
Gilman Hill Asset Management
Connecticut
$801K +$192K +1,759 +32%
SM
1511
Sensible Money
Arizona
$799K +$109 +1 +0%
MAM
1512
MMA Asset Management
Pennsylvania
$796K +$65.4K +598 +9%
SHFA
1513
SC&H Financial Advisors
Maryland
$796K -$18.5K -169 -2%
HNWA
1514
Henrickson Nauta Wealth Advisors
Michigan
$794K – – –
ACA
1515
American Capital Advisory
Idaho
$792K -$96.9K -887 -11%
BWM
1516
BKM Wealth Management
Wisconsin
$787K +$23.5K +215 +3%
WLIM
1517
White Lighthouse Investment Management
Massachusetts
$786K +$90.8K +831 +13%
CPP
1518
Capasso Planning Partners
South Carolina
$785K -$24.9K -228 -3%
CWM
1519
Centurion Wealth Management
Virginia
$783K -$79K -723 -9%
TIAM2
1520
Tru Independence Asset Management 2
Oregon
$781K +$41.7K +382 +6%
RLWM
1521
RF&L Wealth Management
Massachusetts
$778K +$397K +3,635 +104%
SI
1522
Seeds Investor
New York
$778K +$140K +1,282 +22%
KFI
1523
Key Financial Inc
Pennsylvania
$777K -$160K -1,460 -17%
M
1524
MOTCO
Texas
$776K -$436K -3,954 -36%
MPWS
1525
McCarter Private Wealth Services
Massachusetts
$774K +$774K +7,086 New
59 60
61
62 63