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

2,455 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 141 funds opening new positions, 903 increasing their positions, 1,154 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,455
Holders Change
-40
Holders Change %
-1.6%
% 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
141
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 %
BIG
2126
Brookwood Investment Group
Arizona
$247K -$58.6K -536 -19%
RW
2127
REDW Wealth
New Mexico
$247K -$7.1K -65 -3%
GF
2128
Gimbal Financial
Indiana
$247K – – –
RA
2129
Ruggaard & Associates
Ohio
$246K -$264K -2,417 -52%
PWP
2130
Phillips Wealth Planners
Mississippi
$245K +$245K +2,190 New
PP
2131
Patron Partners
Texas
$245K – – –
GC
2132
Guidance Capital
Kentucky
$244K -$7.59K -70 -3%
SCM
2133
Schnieders Capital Management
California
$244K +$4.15K +38 +2%
D
2134
Dentgroup
Louisiana
$244K -$148K -1,358 -38%
MFS
2135
Madrona Financial Services
Washington
$242K +$109 +1 +0%
TWP
2136
Tempus Wealth Planning
California
$242K -$9.29K -85 -4%
CB
2137
Chris Bulman
California
$242K – – –
BIG
2138
Brooklyn Investment Group
New York
$241K +$118K +1,078 +96%
PBF
2139
Petix & Botte Financial
California
$241K – – –
RCM
2140
Richardson Capital Management
Wisconsin
$240K -$2.3K -21 -0.9%
EFG
2141
Everhart Financial Group
Ohio
$239K +$3.72K +34 +2%
BOSSRA
2142
B.O.S.S. Retirement Advisors
Utah
$238K -$22.2K -203 -9%
IWS
2143
Integrity Wealth Solutions
Colorado
$238K +$1.97K +18 +0.8%
PG
2144
Patten Group
Tennessee
$238K -$106K -970 -31%
NHC
2145
Nicholas Hoffman & Company
Georgia
$238K +$1.75K +16 +0.7%
CCA
2146
Cypress Capital Advisors
Tennessee
$237K -$1.53K -14 -0.6%
BMC
2147
Beaton Management Company
Massachusetts
$237K -$2.74K -25 -1%
HGWM
2148
Horst & Graben Wealth Management
Oregon
$236K -$14.3K -131 -6%
4A
2149
4Wealth Advisors
Illinois
$236K +$236K +2,162 New
MWM
2150
MY Wealth Management
Maryland
$236K -$9.29K -85 -4%
84 85
86
87 88