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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 %
LMKC
1851
L.M. Kohn & Company
Ohio
$411K -$413K -3,782 -50%
SBWIC
1852
Schaper Benz & Wise Investment Counsel
Wisconsin
$411K – – –
TC
1853
Truvestments Capital
Florida
$410K -$72.5K -663 -15%
WAG
1854
Winthrop Advisory Group
Massachusetts
$410K +$30.1K +275 +8%
CL
1855
CVFG LLC
Indiana
$409K -$984 -9 -0.2%
T. Rowe Price Associates
1856
T. Rowe Price Associates
Maryland
$407K – – –
GAMC
1857
Garner Asset Management Corp
Texas
$407K +$984 +9 +0.2%
VAS
1858
Vestmark Advisory Solutions
Massachusetts
$406K +$71.9K +658 +22%
LCWP
1859
Legacy Capital Wealth Partners
Arkansas
$406K -$160K -4,615 -28%
CWM
1860
Collaborative Wealth Management
Florida
$406K +$81.1K +742 +25%
AWAG
1861
ARS Wealth Advisors Group
Florida
$405K -$10.8K -99 -3%
TA
1862
TFB Advisors
Kansas
$404K -$40.3K -369 -9%
MAMG
1863
Milestone Asset Management Group
Connecticut
$404K +$77.4K +708 +24%
PA
1864
PSI Advisors
Florida
$404K -$36.8K -337 -8%
RRWA
1865
Rainey & Randall Wealth Advisors
Florida
$404K -$207K -1,894 -34%
RF
1866
Rossby Financial
Florida
$403K +$13.4K +123 +3%
WCM
1867
Weaver Capital Management
Georgia
$402K -$36.8K -337 -8%
LWM
1868
Level Wealth Management
North Carolina
$401K +$185K +1,689 +85%
ST
1869
Sentinel Trust
Texas
$401K – – –
ACI
1870
Alpha Cubed Investments
California
$399K +$24.8K +227 +7%
CWA
1871
Crux Wealth Advisors
California
$399K -$1.42K -13 -0.4%
NCM
1872
Novare Capital Management
North Carolina
$398K -$18.7K -171 -4%
SA
1873
Sovran Advisors
California
$398K -$678K -6,056 -63%
HPA
1874
High Probability Advisors
New York
$396K – – –
WMA
1875
West Michigan Advisors
Michigan
$395K +$6.67K +61 +2%
73 74
75
76 77