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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 %
HFM
1901
Hartford Financial Management
Connecticut
$380K – – –
IPAM
1902
Investment Partners Asset Management
New Jersey
$380K +$10.2K +93 +3%
LA
1903
LexAurum Advisors
Kansas
$380K -$9.95K -91 -3%
CA
1904
CGN Advisors
Kansas
$380K +$1.2K +11 +0.3%
Tudor Investment Corp
1905
Tudor Investment Corp
Connecticut
$378K +$378K +3,462 New
CAM
1906
Creekmur Asset Management
Illinois
$377K -$1.04M -9,543 -73%
CP
1907
Clarendon Private
Massachusetts
$376K +$1.31K +12 +0.3%
KDA
1908
Kraft Davis & Associates
Missouri
$376K -$860K -7,628 -70%
PFA
1909
Petra Financial Advisors
Colorado
$374K – – –
TCM
1910
Traub Capital Management
Massachusetts
$374K +$374K +3,423 New
BCM
1911
BTC Capital Management
Iowa
$374K -$94K -860 -20%
B
1912
Bensler
Washington
$372K -$1.97K -18 -0.5%
PCM
1913
Poehling Capital Management
Wisconsin
$371K – – –
PWM
1914
Penobscot Wealth Management
Maine
$371K -$39.7K -363 -10%
BONH
1915
Bank of New Hampshire
New Hampshire
$370K -$37K -339 -9%
TI
1916
Trexquant Investment
Connecticut
$369K -$204K -1,863 -36%
IWN
1917
Independent Wealth Network
Iowa
$368K -$2.3K -21 -0.6%
PMG
1918
Private Management Group
California
$368K -$15.3K -140 -4%
PWMG
1919
Private Wealth Management Group
New Jersey
$368K – – –
BWP
1920
Balboa Wealth Partners
Arizona
$367K +$27.2K +249 +8%
DIA
1921
Davidson Investment Advisors
Montana
$366K – – –
SCA
1922
Stonebridge Capital Advisors
Minnesota
$365K +$17.3K +158 +5%
SCM
1923
Sage Capital Management
New Jersey
$363K +$874 +8 +0.2%
KWM
1924
Kaydan Wealth Management
Michigan
$363K +$87.3K +799 +32%
HDIM
1925
Hanson & Doremus Investment Management
Vermont
$362K -$35K -320 -9%
75 76
77
78 79