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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 %
CIBC Asset Management
1651
CIBC Asset Management
Ontario, Canada
$616K – – –
I
1652
InvesTrust
Oklahoma
$613K +$25.1K +230 +4%
AAG
1653
Armstrong Advisory Group
Massachusetts
$613K -$49.3K -451 -7%
LNB
1654
Ledyard National Bank
$613K -$69.7K -638 -10%
SEEDPG
1655
S.E.E.D. Planning Group
New York
$613K +$1.2K +11 +0.2%
FAM
1656
Formidable Asset Management
Ohio
$613K – – –
Deutsche Bank
1657
Deutsche Bank
Germany
$610K -$6.56K -60 -1%
CB
1658
CNB Bank
Pennsylvania
$608K +$7.76K +71 +1%
AWM
1659
Aprio Wealth Management
Georgia
$608K -$359K -3,281 -37%
EB
1660
Exchange Bank
California
$607K -$3.72K -34 -0.6%
DWM
1661
Daner Wealth Management
Georgia
$607K +$607K +5,306 New
WAL
1662
W Advisors LLC
Tennessee
$606K – – –
TFGT
1663
TS Financial Group (TSFG)
Illinois
$606K -$20.2K -185 -3%
JCM
1664
Janney Capital Management
Pennsylvania
$605K -$1.97K -18 -0.3%
RFP
1665
Root Financial Partners
California
$602K +$42.7K +391 +8%
FNA
1666
First National Advisers
Nebraska
$602K -$2.19K -20 -0.4%
EWM
1667
EPG Wealth Management
Georgia
$601K -$5.67M -51,920 -90%
FM
1668
Family Management
New York
$597K – – –
SCA
1669
Strathmore Capital Advisors
North Carolina
$595K +$595K +5,271 New
SIM
1670
Studio Investment Management
Illinois
$595K +$34.1K +312 +6%
2WWM
1671
21 West Wealth Management
California
$594K +$594K +5,436 New
SAM
1672
SP Asset Management
California
$592K -$8.2K -75 -1%
KA
1673
Kovack Advisors
Florida
$591K -$123K -1,123 -17%
NAG
1674
Northstar Advisory Group
New Jersey
$590K +$2.4K +22 +0.4%
MA
1675
Modus Advisors
Minnesota
$589K +$9.4K +86 +2%
65 66
67
68 69