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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 %
UBV
151
United Bank (Virginia)
Virginia
$43.5M +$293K +2,679 +0.7%
CI
152
Conning Inc
Connecticut
$43.1M -$77.3K -707 -0.2%
Balyasny Asset Management
153
Balyasny Asset Management
Illinois
$43M +$43M +393,211 New
AWM
154
Abound Wealth Management
Tennessee
$42.3M +$1.43M +13,128 +4%
AF
155
Arrow Financial
New York
$42M +$58.9K +539 +0.1%
TC
156
Trilogy Capital
California
$42M +$7.97M +72,969 +23%
VCM
157
Vision Capital Management
Oregon
$41.8M +$6.27M +57,373 +18%
AIA
158
Ally Invest Advisors
North Carolina
$41.4M +$3.11M +28,477 +8%
ACM
159
Arcataur Capital Management
Wisconsin
$41.4M +$192K +1,757 +0.5%
JIC
160
Johnson Investment Counsel
Ohio
$41.4M +$3.9M +35,729 +10%
SWM
161
SilverOak Wealth Management
Minnesota
$41M +$634K +5,804 +2%
Bank of Nova Scotia
162
Bank of Nova Scotia
Ontario, Canada
$39.8M -$9.66M -88,400 -20%
MCM
163
Maple Capital Management
Vermont
$39.4M +$3.24M +29,616 +9%
VFA
164
Voya Financial Advisors
Connecticut
$39.4M +$2.66M +24,289 +7%
NYLIM
165
New York Life Investment Management
New York
$39.3M +$584K +5,346 +2%
CTA
166
Chesley Taft & Associates
Illinois
$39M -$1.6M -14,648 -4%
AWM
167
Axxcess Wealth Management
California
$38.6M +$501K +4,581 +1%
BP
168
Ballentine Partners
Massachusetts
$38.6M +$277K +2,537 +0.7%
CAAS
169
Capital Asset Advisory Services
Michigan
$38.5M +$943K +8,495 +3%
SIC
170
Shoker Investment Counsel
Ohio
$38.2M +$8.55M +78,243 +29%
VA
171
Valmark Advisers
Ohio
$38M -$497K -4,552 -1%
OCG
172
Opus Capital Group
Ohio
$38M -$1.85M -16,893 -5%
SWM
173
Stockman Wealth Management
Montana
$38M +$574K +5,256 +2%
CFO
174
Colony Family Offices
North Carolina
$38M +$4.7M +42,963 +14%
IA
175
IFG Advisors
Missouri
$37.9M +$6.04M +55,262 +19%
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