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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
BW
2526
Bravera Wealth
North Dakota
$102K
PFG
2527
Premier Financial Group
California
$101K
RFA
2528
Reyes Financial Architecture
California
$99K
SHIM
2529
Stone House Investment Management
Pennsylvania
$95.3K
DPW
2530
DiNuzzo Private Wealth
Pennsylvania
$93.7K
GWM
2531
Gilpin Wealth Management
Colorado
$91K
JFG
2532
JDM Financial Group
Texas
$90.7K
AGWCA
2533
Annis Gardner Whiting Capital Advisors
Florida
$90.1K
BCV
2534
Banque Cantonale Vaudoise
Switzerland
$89K
EWA
2535
Elevate Wealth Advisory
Georgia
$85.9K
LI
2536
LRI Investments
Florida
$85.6K
KFP
2537
Kerr Financial Planning
California
$85.5K
NRWA
2538
North Ridge Wealth Advisors
Oregon
$84.1K
GA
2539
GoalVest Advisory
New York
$84K
HWP
2540
Highline Wealth Partners
California
$83.5K
FF
2541
Frankly Finances
Florida
$82.9K
RA
2542
Ransom Advisory
Rhode Island
$82.6K
MSWM
2543
Mowery & Schoenfeld Wealth Management
Illinois
$78.7K
MBFW
2544
Morton Brown Family Wealth
Pennsylvania
$77.5K
GWSA
2545
Global Wealth Strategies & Associates
Colorado
$76.9K
MJRIC
2546
Mogy Joel R Investment Counsel
California
$76.7K
MIM
2547
MTM Investment Management
South Carolina
$76.5K
FWA
2548
Flagship Wealth Advisors
Massachusetts
$76.3K
W
2549
WealthCollab
Washington
$76.1K
CFG
2550
Chapman Financial Group
Hawaii
$75.5K