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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 %
FP
1726
Financial Perspectives
Minnesota
$528K +$2.62K +24 +0.5%
BCM
1727
Bluefin Capital Management
New York
$528K +$528K +4,832 New
WHG
1728
Westwood Holdings Group
Texas
$527K -$245K -2,246 -32%
MW
1729
Maia Wealth
Colorado
$526K -$35.3K -323 -6%
PP
1730
Postrock Partners
Oregon
$525K – – –
BWA
1731
Bordeaux Wealth Advisors
California
$522K – – –
CAM
1732
Costello Asset Management
Pennsylvania
$521K – – –
SAMC
1733
Spectrum Asset Management (California)
California
$520K +$520K +4,762 New
NSIM
1734
North Star Investment Management
Illinois
$519K -$109 -1 -0%
JC
1735
JB Capital
Connecticut
$518K +$38K +348 +8%
AA
1736
Argent Advisors
Louisiana
$516K – – –
WCM
1737
WealthBridge Capital Management
Ohio
$513K -$202K -1,850 -28%
BB
1738
Berkshire Bank
Massachusetts
$511K – – –
PCA
1739
Peddock Capital Advisors
Massachusetts
$510K – – –
LWCFA
1740
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$510K -$82K -750 -14%
FF
1741
Finley Financial
Nevada
$509K – – –
LWM
1742
Lakeridge Wealth Management
Ohio
$509K -$15.4K -141 -3%
SC
1743
Sierra Capital
Florida
$508K – – –
QFA
1744
Quattro Financial Advisors
Texas
$508K – – –
RPCA
1745
Running Point Capital Advisors
California
$507K – – –
PFG
1746
Pinnacle Financial Group
Illinois
$506K +$8.85K +81 +2%
FFL
1747
Financial Freedom LLC
Ohio
$505K -$55.7K -510 -10%
SVWG
1748
Shared Vision Wealth Group
United States
$505K +$43.9K +398 +10%
FI
1749
FWG Investments
Kentucky
$505K +$505K +4,617 New
AWA
1750
Alta Wealth Advisors
Massachusetts
$504K -$92.2K -844 -15%
68 69
70
71 72