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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 %
Invesco
1601
Invesco
Georgia
$670K -$85.8K -785 -11%
PTC
1602
Philadelphia Trust Company
Pennsylvania
$669K – – –
MG
1603
Marex Group
$668K +$668K +6,110 New
CP
1604
Creekside Partners
California
$668K +$328 +3 +0%
WTA
1605
Washington Trust Advisors
Massachusetts
$668K +$765 +7 +0.1%
KAM
1606
Kraft Asset Management
Tennessee
$666K – – –
SL
1607
SFM LLC
New Hampshire
$666K +$91.9K +841 +16%
MLL
1608
Moody Lynn & Lieberson
Massachusetts
$665K -$16.6K -152 -2%
AA
1609
Advisory Alpha
Michigan
$662K -$28K -256 -4%
PFA
1610
Professional Financial Advisors
Nebraska
$661K -$24.6K -225 -4%
DSA
1611
Droms Strauss Advisors
Missouri
$660K +$546 +5 +0.1%
SW
1612
SteelPeak Wealth
California
$659K +$5.79K +53 +0.9%
HA
1613
HFG Advisors
Ohio
$658K – – –
DFG
1614
Dupree Financial Group
Kentucky
$655K -$17K -156 -3%
SCM
1615
Sterling Capital Management
North Carolina
$655K +$18.3K +167 +3%
BA
1616
Brightwater Advisory
Florida
$651K – – –
SFP
1617
Shepherd Financial Partners
Massachusetts
$650K -$211K -1,934 -25%
HWA
1618
Hillcrest Wealth Advisors
New Jersey
$650K – – –
TFA
1619
Teamwork Financial Advisors
Texas
$650K -$114K -1,046 -15%
CFG
1620
Cooper Financial Group
California
$650K -$121K -1,104 -16%
FL
1621
FreeGulliver LLC
Louisiana
$649K +$92.2K +844 +17%
FWM
1622
FMB Wealth Management
California
$649K – – –
EFG
1623
Elios Financial Group
Ohio
$648K +$328 +3 +0.1%
CCP
1624
Clarity Capital Partners
California
$643K -$219K -2,005 -25%
MWM
1625
McNaughton Wealth Management
California
$643K +$328 +3 +0.1%
63 64
65
66 67