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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,495 hedge funds and large institutions have $57.2B invested in iShares Core S&P Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 1,067 increasing their positions, 1,041 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,495
Holders Change
-103
Holders Change %
-3.96%
% of All Funds
33.89%
Holding in Top 10
323
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-11.51%
% of All Funds
4.39%
New
115
Increased
1,067
Reduced
1,041
Closed
160
Calls
$55.5M
Puts
$39.4M
Net Calls
+$16.1M
Net Calls Change
-$54.6M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$281M
2
WANY
Wealthspire Advisors (New York)
New York
+$208M
3
UBS AM
UBS AM
Illinois
+$184M
4
Bank of America
Bank of America
North Carolina
+$97.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$96.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$256M
2
HNB
Huntington National Bank
Ohio
-$222M
3
Truist Financial
Truist Financial
North Carolina
-$159M
4
UBS Group
UBS Group
Switzerland
-$135M
5
VWM
Venturi Wealth Management
Texas
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
176
Frontier Asset Management
Wyoming
$36.4M +$693K +6,631 +2%
CCFCSB
177
Cape Cod Five Cents Savings Bank
Massachusetts
$36.2M – – –
PRA
178
Pine Ridge Advisers
New York
$36.1M +$7.82M +74,800 +28%
CAAS
179
Capital Asset Advisory Services
Michigan
$36M +$483K +4,538 +1%
FBB
180
Fulton Breakefield Broenniman
Maryland
$35.9M +$619K +5,922 +2%
JIC
181
Johnson Investment Counsel
Ohio
$35.8M +$1.41M +13,493 +4%
SWM
182
Stockman Wealth Management
Montana
$35.8M -$11.9M -114,215 -25%
NSLI
183
Nan Shan Life Insurance
Taiwan
$35.8M +$3.74M +35,784 +12%
MW
184
Marcum Wealth
Ohio
$35.7M +$3.12M +29,842 +10%
PPA
185
Painted Porch Advisors
California
$34.9M +$3.94M +37,714 +13%
VFA
186
Voya Financial Advisors
Connecticut
$34.9M -$2.76M -26,528 -7%
PA
187
Planning Alternatives
Michigan
$34.8M +$2.57M +24,607 +8%
MCM
188
Maple Capital Management
Vermont
$34.6M +$2.3M +22,033 +7%
AWA
189
Amplius Wealth Advisors
Pennsylvania
$34.4M +$4.77M +45,567 +16%
VCM
190
Vision Capital Management
Oregon
$34M +$7.97M +76,206 +31%
QCG
191
Quadrant Capital Group
Ohio
$33.9M +$3.01M +28,831 +10%
Citadel Advisors
192
Citadel Advisors
Florida
$33.8M +$32.5M +310,350 +2,411%
ERWM
193
Elk River Wealth Management
Colorado
$33.7M +$1.55M +14,859 +5%
AFG
194
Albion Financial Group
Utah
$33.7M -$496K -4,746 -1%
William Blair & Company
195
William Blair & Company
Illinois
$33.7M -$235K -2,246 -0.7%
Lazard Asset Management
196
Lazard Asset Management
New York
$33.6M -$1.51M -14,478 -4%
OC
197
Oppenheimer & Co
New York
$33.6M +$2.32M +22,157 +7%
NW
198
NewEdge Wealth
Pennsylvania
$32.9M -$2.06M -19,665 -6%
TC
199
Trilogy Capital
California
$32.6M +$24.4M +233,601 +300%
GBT
200
Grove Bank & Trust
Florida
$32.5M +$3.51M +33,590 +12%
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