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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 %
ICM
2276
Islay Capital Management
Texas
$135K -$27.9K -255 -17%
OIA
2277
Optimum Investment Advisors
Illinois
$134K – – –
DWM
2278
Darwin Wealth Management
Florida
$131K -$20.5K -188 -14%
GTAM
2279
Global Trust Asset Management
Florida
$131K -$431K -3,941 -77%
RFA
2280
Register Financial Advisors
Georgia
$124K -$9.07K -83 -7%
SFC
2281
SYM Financial Corp
Indiana
$124K +$60K +549 +94%
BHWM
2282
Beaird Harris Wealth Management
Texas
$121K +$51.8K +474 +74%
AT
2283
Avalon Trust
New Mexico
$121K +$121K +1,103 New
SC
2284
Stephens Consulting
Michigan
$119K +$58.3K +533 +95%
MFA
2285
Morling Financial Advisors
California
$119K – – –
NC
2286
North Capital
Utah
$119K – – –
EK
2287
Evensky & Katz
Florida
$117K -$11.6K -106 -9%
AA
2288
Addison Advisors
Vermont
$115K – – –
LWA
2289
Lowe Wealth Advisors
Maryland
$113K – – –
CCG
2290
Ceeto Capital Group
Florida
$113K – – –
MSWA
2291
Marshall & Sterling Wealth Advisors
New York
$112K -$2.04M -18,713 -95%
HWA
2292
HHM Wealth Advisors
Tennessee
$112K – – –
LCM
2293
Logan Capital Management
Pennsylvania
$109K -$12.2K -112 -10%
CFP
2294
Comprehensive Financial Planning
Pennsylvania
$106K +$328 +3 +0.3%
MIM
2295
MTM Investment Management
South Carolina
$105K +$109 +1 +0.1%
AIA
2296
Armor Investment Advisors
North Carolina
$105K – – –
APW
2297
Acima Private Wealth
Virginia
$104K – – –
OSNBOA
2298
Old Second National Bank of Aurora
Illinois
$101K -$127K -1,160 -56%
IWA
2299
Icon Wealth Advisors
Texas
$101K +$101K +920 New
DCM
2300
Disciplina Capital Management
Tennessee
$100K – – –
90 91
92
93 94