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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
LWM
2501
Lodestone Wealth Management
Washington
$148K
GG
2502
Gleason Group
Kentucky
$145K
MCM
2503
Mill Capital Management
North Carolina
$144K
RAM
2504
Reflection Asset Management
South Carolina
$136K
HHGA
2505
Halbert Hargrove Global Advisors
California
$135K
TAM
2506
Tucker Asset Management
Colorado
$135K
GAFA
2507
Garton & Associates Financial Advisors
Kentucky
$132K
RFA
2508
Register Financial Advisors
Georgia
$131K
MFA
2509
Morling Financial Advisors
California
$131K
RRA
2510
Red Reef Advisors
Florida
$129K
OSNBOA
2511
Old Second National Bank of Aurora
Illinois
$129K
BA
2512
Ballast Advisors
Minnesota
$128K
AA
2513
Addison Advisors
Vermont
$127K
CCG
2514
Ceeto Capital Group
Florida
$125K
HWA
2515
HHM Wealth Advisors
Tennessee
$123K
PWMG
2516
Prestige Wealth Management Group
New Jersey
$122K
POIA
2517
Pin Oak Investment Advisors
Texas
$120K
WPA
2518
Wealth Preservation Advisors
Tennessee
$118K
SA
2519
Seneschal Advisors
Washington
$117K
SC
2520
Stephens Consulting
Michigan
$112K
SG
2521
Sankala Group
Colorado
$112K
EPIME
2522
Evelyn Partners Investment Management (Europe)
$108K
MCM
2523
Manchester Capital Management
Vermont
$105K
PP
2524
Pacifica Partners
Canada
$105K
BDPWM
2525
Barnes Dennig Private Wealth Management
Ohio
$102K