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iShares Core S&P Small-Cap ETF

2,640 hedge funds and large institutions have $64.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 1,040 increasing their positions, 1,013 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

3% more capital invested

Capital invested by funds: $62.7B → $64.9B (+$2.17B)

3% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 1,013

0.37% more ownership

Funds ownership: 73.11%73.48% (+0.37%)

Holders
2,640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
303
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.6M
Puts
$45.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
226
Catalyst Financial Partners
Massachusetts
$28.1M
CFG
227
Citizens Financial Group
Rhode Island
$27.9M
PWAM
228
Private Wealth Asset Management
Iowa
$27.9M
HL
229
HeadInvest LLC
Maine
$27.7M
FFB
230
First Financial Bankshares
Texas
$27.5M
CAI
231
Capital Advisors Inc
Oklahoma
$27.3M
CMA
232
Cedar Mountain Advisors
Oregon
$27.1M
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$26.9M
Prudential Financial
234
Prudential Financial
New Jersey
$26.9M
PWM
235
Proathlete Wealth Management
Florida
$26.8M
CRC
236
Curi RMB Capital
Illinois
$26.6M
OPWM
237
Oakwell Private Wealth Management
Texas
$26.6M
LC
238
LTG Capital
Massachusetts
$26.3M
FMC
239
First Merchants Corp
Indiana
$26.2M
WIA
240
World Investment Advisors
California
$26.2M
FWA
241
FORM Wealth Advisors
Wisconsin
$26.2M
NQWM
242
Northwest Quadrant Wealth Management
Oregon
$25.8M
PWM
243
Parkway Wealth Management
Texas
$25.8M
T
244
TrueFG
Texas
$25.8M
SMC
245
Smith, Moore & Co
Missouri
$25.7M
VP
246
Verum Partners
North Carolina
$25.7M
NSLI
247
Nan Shan Life Insurance
Taiwan
$25.6M
PFA
248
Pathway Financial Advisors
Vermont
$25.5M
CPRC
249
Consolidated Portfolio Review Corp
New York
$25.4M
BHIA
250
Birch Hill Investment Advisors
Massachusetts
$25.4M