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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 %
PRA
176
Pine Ridge Advisers
New York
$37.9M +$215K +1,965 +0.6%
PA
177
Planning Alternatives
Michigan
$37.7M +$1.32M +12,058 +4%
PPA
178
Painted Porch Advisors
California
$37.6M +$1.08M +9,875 +3%
NSLI
179
Nan Shan Life Insurance
Taiwan
$37.4M – – –
OC
180
Oppenheimer & Co
New York
$37.2M +$2.1M +19,199 +6%
EWA
181
EP Wealth Advisors
California
$36.8M +$15.8M +144,988 +75%
FBB
182
Fulton Breakefield Broenniman
Maryland
$36.5M -$1.06M -9,739 -3%
MA
183
MCF Advisors
Kentucky
$35.9M +$2.15M +19,684 +6%
ERWM
184
Elk River Wealth Management
Colorado
$35.8M +$558K +5,110 +2%
SILC
185
Starr Indemnity & Liability Company
New York
$35.1M +$35.1M +320,950 New
AFG
186
Albion Financial Group
Utah
$35M -$195K -1,781 -0.6%
Victory Capital Management
187
Victory Capital Management
Texas
$33.7M +$8.8M +80,483 +35%
JWA
188
JFS Wealth Advisors
Pennsylvania
$33.4M -$497K -4,547 -1%
MFG
189
Magnus Financial Group
New York
$33.3M -$117K -1,072 -0.4%
FTWA
190
Fifth Third Wealth Advisors
Ohio
$33.3M -$5.4M -49,368 -14%
Lazard Asset Management
191
Lazard Asset Management
New York
$33M -$2.09M -19,113 -6%
FFA
192
Fi3 Financial Advisors
Indiana
$32.1M +$723K +6,620 +2%
AWE
193
Avidian Wealth Enterprises
Texas
$32M +$4.78M +43,765 +18%
BFG
194
Bleakley Financial Group
New Jersey
$31.8M +$12.3M +112,839 +63%
GLLW
195
Graves Light Lenhart Wealth
Virginia
$31.5M +$535K +4,898 +2%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$31.4M +$2.14M +19,612 +7%
FAM
197
Frontier Asset Management
Wyoming
$31.2M -$6.81M -62,303 -18%
William Blair & Company
198
William Blair & Company
Illinois
$31.2M -$4.03M -36,912 -11%
GS
199
GTS Securities
New York
$30.9M +$30.9M +283,015 New
AWA
200
Amplius Wealth Advisors
Pennsylvania
$30.9M -$5M -45,715 -14%
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