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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 %
SO
2226
Sierra Ocean
California
$204K -$23K -210 -10%
WW
2227
Waterfront Wealth
Kansas
$204K +$204K +1,869 New
TWM
2228
Tanager Wealth Management
United Kingdom
$204K +$204K +1,868 New
HC
2229
Hamilton Capital
Ohio
$204K +$204K +1,865 New
NPAN
2230
Northeast Planning Associates NH
New Hampshire
$204K -$9.29K -85 -4%
WLPWM
2231
Walled Lake Planning & Wealth Management
Illinois
$203K +$203K +1,859 New
ISFAN
2232
Investor's Fiduciary Advisor Network
Washington
$203K +$203K +1,861 New
NSAM
2233
North Star Asset Management
Wisconsin
$202K +$202K +1,851 New
MCM
2234
Morton Capital Management
California
$202K -$10.2K -93 -5%
AWM
2235
Arista Wealth Management
Nevada
$202K +$202K +1,848 New
WG
2236
Welch Group
Alabama
$201K +$201K +1,840 New
MFG
2237
MidWestOne Financial Group
Iowa
$201K +$201K +1,840 New
MCCP
2238
Mission Creek Capital Partners
California
$201K +$201K +1,840 New
GLA
2239
Great Lakes Advisors
Illinois
$201K -$129K -1,177 -39%
LCG
2240
Lakeshore Capital Group
Illinois
$201K +$201K +1,837 New
IP
2241
Investment Partners
Ohio
$201K +$201K +1,835 New
HP
2242
Hilltop Partners
Indiana
$200K +$200K +1,834 New
JC
2243
Jacobs & Co
California
$200K +$200K +1,836 New
FFC
2244
First Financial Corp
Indiana
$199K – – –
BCMLT
2245
Beacon Capital Management LLC (Tennessee)
Tennessee
$197K -$56.9K -521 -22%
Schroder Investment Management Group
2246
Schroder Investment Management Group
United Kingdom
$197K – – –
MCM
2247
Manchester Capital Management
Vermont
$197K – – –
FG
2248
Fairman Group
Pennsylvania
$196K -$54.5K -499 -22%
IRAG
2249
Investment Research & Advisory Group
Georgia
$194K +$109 +1 +0.1%
CVM
2250
Cheviot Value Management
California
$188K – – –
88 89
90
91 92