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iShares Core S&P Small-Cap ETF

2,454 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, 1,153 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,454
Holders Change
-41
Holders Change %
-1.64%
% 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
3.92%
New
141
Increased
903
Reduced
1,153
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.51B +$246M +2,252,323 +6%
Bank of America
2
Bank of America
North Carolina
$3.49B -$112M -1,027,152 -3%
Morgan Stanley
3
Morgan Stanley
New York
$1.98B -$62.1M -568,058 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.84B -$108M -990,462 -6%
Wells Fargo
5
Wells Fargo
California
$1.8B -$75.9M -694,556 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.79B -$433M -3,958,903 -19%
LPL Financial
7
LPL Financial
California
$1.78B +$40.1M +366,885 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$1.53B -$12.5M -114,798 -0.8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.36B -$73M -667,998 -5%
UBS Group
10
UBS Group
Switzerland
$1.09B -$65.7M -600,746 -6%
Financial Engines Advisors
11
Financial Engines Advisors
California
$1.06B +$102M +929,795 +11%
Northern Trust
12
Northern Trust
Illinois
$1.03B -$23.4M -214,350 -2%
FCAS
13
First Command Advisory Services
Texas
$1B +$23.3M +213,218 +2%
BlackRock
14
BlackRock
New York
$912M +$11.1M +101,687 +1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$877M -$8.27M -75,708 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$770M -$21.8M -199,356 -3%
Goldman Sachs
17
Goldman Sachs
New York
$672M -$339M -3,103,587 -34%
NMIMC
18
Northwestern Mutual Investment Management Company
Wisconsin
$660M -$41.5M -379,818 -6%
Ameriprise
19
Ameriprise
Minnesota
$602M +$12.3M +112,747 +2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$599M -$20.4M -186,436 -3%
US Bancorp
21
US Bancorp
Minnesota
$549M -$14.4M -131,872 -3%
GIM
22
Glenmede Investment Management
Pennsylvania
$547M +$547M +5,005,104 New
KeyBank National Association
23
KeyBank National Association
Ohio
$419M +$3.83M +35,013 +0.9%
RFC
24
Regions Financial Corp
Alabama
$415M +$21.9M +200,213 +6%
Cerity Partners
25
Cerity Partners
New York
$410M +$138M +1,265,540 +51%