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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 %
RWM
2101
Revisor Wealth Management
Ohio
$259K -$48.4K -424 -16%
OL
2102
one8zero8 LLC
North Carolina
$258K +$88.6K +811 +52%
IHWM
2103
Iron Horse Wealth Management
Iowa
$258K – – –
E3F
2104
Eight 31 Financial
Texas
$256K +$1.64K +15 +0.6%
AFA
2105
Antonelli Financial Advisors
Michigan
$256K -$487K -4,452 -66%
WB
2106
West Bancorporation
Iowa
$255K – – –
LWM
2107
LeConte Wealth Management
Tennessee
$255K – – –
GM
2108
GeoWealth Management
Illinois
$255K -$728K -6,659 -74%
AWM
2109
Aberdeen Wealth Management
Illinois
$255K – – –
CWM
2110
Concentrum Wealth Management
California
$255K -$2.61M -23,915 -91%
IFS
2111
Ifrah Financial Services
Arkansas
$254K -$17.7K -162 -7%
DCM
2112
Dudley Capital Management
Virginia
$253K -$1.89M -17,320 -88%
CPCM
2113
Cardinal Point Capital Management
Ontario, Canada
$252K -$46.4K -425 -16%
MA
2114
MJP Associates
Connecticut
$252K +$28K +256 +12%
SWA
2115
SFMG Wealth Advisors
Texas
$252K -$2.84K -26 -1%
PNC
2116
Park National Corp
Ohio
$251K +$251K +2,299 New
SAM
2117
Strategy Asset Managers
California
$251K -$27.9K -255 -10%
SGI
2118
Summit Global Investments
Utah
$251K +$251K +2,297 New
PIFP
2119
Partners in Financial Planning
Virginia
$251K -$60.1K -550 -19%
DBRC
2120
D.B. Root & Company
Pennsylvania
$250K -$18.1K -166 -7%
VAMG
2121
Voisard Asset Management Group
Michigan
$250K +$4.04K +37 +2%
FNB
2122
Farmers National Bank
Kentucky
$250K -$19.2K -176 -7%
NIWA
2123
New Insight Wealth Advisors
California
$250K -$14.5K -133 -5%
EL
2124
EQ LLC
Washington
$250K -$1.25M -11,396 -83%
SPWG
2125
Syntegra Private Wealth Group
Missouri
$248K +$248K +2,273 New
83 84
85
86 87