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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 %
FA
2051
FF Advisors
California
$287K +$50.3K +460 +21%
CT
2052
Clearstead Trust
Maine
$287K +$50.3K +460 +21%
SIAG
2053
Signet Investment Advisory Group
Rhode Island
$287K – – –
WAG
2054
Wallace Advisory Group
California
$287K – – –
IWP
2055
IAG Wealth Partners
Wisconsin
$285K -$54.6K -500 -16%
SJGA
2056
Stephen J. Garry & Associates
New York
$284K -$7.76K -71 -3%
PWM
2057
Paulson Wealth Management
Illinois
$283K – – –
HSG
2058
Helen Stephens Group
Texas
$282K -$58.4K -534 -17%
KCM
2059
Kendall Capital Management
Maryland
$282K -$3.5K -32 -1%
IC
2060
Iconiq Capital
California
$279K +$1.09K +10 +0.4%
Loomis, Sayles & Company
2061
Loomis, Sayles & Company
Massachusetts
$279K -$41.9K -383 -13%
PSP
2062
Pacific Sage Partners
Washington
$279K +$30.3K +277 +12%
RIM
2063
Rockbridge Investment Management
New York
$278K +$50.8K +465 +22%
PW
2064
Pandora Wealth
Illinois
$278K +$26.8K +245 +11%
VC
2065
Vestor Capital
Illinois
$278K -$11.1M -26,384 -98%
PIA
2066
Pollock Investment Advisors
Michigan
$278K – – –
LFA
2067
Legacy Financial Advisors
Kentucky
$276K -$27.1K -248 -9%
BAMG
2068
Brand Asset Management Group
Missouri
$275K – – –
CRI
2069
Colonial River Investments
Virginia
$275K +$14.6K +128 +6%
HPBT
2070
Hickory Point Bank & Trust
Illinois
$274K +$20.8K +190 +8%
CBTWT
2071
Community Bank & Trust (Waco, Texas)
Texas
$272K +$26.6K +243 +11%
GWSG
2072
GPS Wealth Strategies Group
Colorado
$272K -$14.8K -135 -5%
CL
2073
CIM LLC
New York
$272K -$10.6K -97 -4%
EGA
2074
E&G Advisors
Texas
$272K -$4.37K -40 -2%
SCA
2075
Stillwater Capital Advisors
Pennsylvania
$272K +$11.6K +106 +4%
81 82
83
84 85