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iShares Core S&P Small-Cap ETF

2,709 hedge funds and large institutions have $65.4B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 338 funds opening new positions, 1,055 increasing their positions, 1,023 reducing their positions, and 97 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: $

4% more capital invested

Capital invested by funds: $62.8B → $65.4B (+$2.66B)

3% more repeat investments, than reductions

Existing positions increased: 1,055 | Existing positions reduced: 1,023

0.75% more ownership

Funds ownership: 73.16%73.91% (+0.75%)

Holders
2,709
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
311
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
WA
2476
Waystone Advisors
Washington
$201K
SCM
2477
Saxony Capital Management
Missouri
$201K
PWP
2478
Perfromance Wealth Partners
Illinois
$200K
QC
2479
Quent Capital
New York
$198K
VR
2480
Vision Retirement
New Jersey
$194K
SIC
2481
SJS Investment Consulting
Ohio
$193K
DT
2482
DV Trading
Illinois
$192K
FG
2483
Fairman Group
Pennsylvania
$191K
BW
2484
Basepoint Wealth
Iowa
$191K
MWM
2485
MGB Wealth Management
Texas
$185K
JGIA
2486
Jackson Grant Investment Advisers
Connecticut
$185K
RTL
2487
Red Tortoise LLC
Georgia
$181K
AP
2488
Atwood & Palmer
Missouri
$180K
ICM
2489
Islay Capital Management
Texas
$178K
EK
2490
Evensky & Katz
Florida
$176K
EPL
2491
Essential Partners LLC
California
$170K
LWMI
2492
Legacy Wealth Management (Idaho)
Idaho
$166K
CFO
2493
Cambient Family Office
Michigan
$165K
CFS
2494
CGC Financial Services
Oregon
$162K
CWMS
2495
CFG Wealth Management Services
Indiana
$162K
LC
2496
Lavaca Capital
Texas
$159K
BHWM
2497
Beaird Harris Wealth Management
Texas
$158K
WA
2498
Walsh & Associates
Florida
$157K
CCMI
2499
Creative Capital Management Investments
California
$155K
CJ
2500
Caitlin John
Michigan
$149K