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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 %
AGWCA
2301
Annis Gardner Whiting Capital Advisors
Florida
$100K -$15.1K -138 -13%
WPA
2302
Wealth Preservation Advisors
Tennessee
$99.3K -$45.6K -417 -31%
MM
2303
Main Management
California
$99K -$18.9K -173 -16%
PFG
2304
Premier Financial Group
California
$95.4K +$95.4K +840 New
POIA
2305
Pin Oak Investment Advisors
Texas
$95K – – –
PP
2306
Pacifica Partners
Canada
$94.7K -$10.9K -100 -10%
HHGA
2307
Halbert Hargrove Global Advisors
California
$94.1K -$7.54K -69 -7%
SHIM
2308
Stone House Investment Management
Pennsylvania
$91K +$7.98K +73 +10%
MBFW
2309
Morton Brown Family Wealth
Pennsylvania
$90.1K -$3.5K -32 -4%
RFA
2310
Reyes Financial Architecture
California
$90.1K – – –
BFP
2311
Briaud Financial Planning
Texas
$90K – – –
WTFG
2312
Wood Tarver Financial Group
Idaho
$87K -$5.42K -50 -6%
DPW
2313
DiNuzzo Private Wealth
Pennsylvania
$85.2K – – –
JFG
2314
JDM Financial Group
Texas
$83.3K – – –
T
2315
Transce3nd
Texas
$81.3K -$2.3K -21 -3%
BCV
2316
Banque Cantonale Vaudoise
Switzerland
$81K – – –
GWM
2317
Gitterman Wealth Management
New Jersey
$78.7K +$78.7K +720 New
EWA
2318
Elevate Wealth Advisory
Georgia
$78.1K +$66K +604 +544%
LI
2319
LRI Investments
Florida
$77.7K +$109 +1 +0.1%
NRWA
2320
North Ridge Wealth Advisors
Oregon
$76.5K – – –
GA
2321
GoalVest Advisory
New York
$76.4K -$106K -967 -58%
GWSA
2322
Global Wealth Strategies & Associates
Colorado
$75.4K -$63.2K -578 -46%
BTD
2323
BankPlus Trust Department
Mississippi
$74.1K -$43.7K -400 -37%
NRG
2324
Nemes Rush Group
Michigan
$73.7K +$6.45K +59 +10%
FIM
2325
FWL Investment Management
Texas
$71.7K -$44K -403 -38%
91 92
93
94 95