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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
1IA
2601
1620 Investment Advisors
Massachusetts
$9.37K
TPBG
2602
Turning Point Benefit Group
Maryland
$9.01K
IWM
2603
IMG Wealth Management
Florida
$8.77K
PIP
2604
Peachtree Investment Partners
Florida
$8.05K
KA
2605
Kozak & Associates
Colorado
$7.96K
AT
2606
Avalon Trust
New Mexico
$7.81K
GCM
2607
Gables Capital Management
Florida
$7.21K
LC
2608
Luminist Capital
Michigan
$6.01K
BAM
2609
Byrne Asset Management
New Jersey
$5.77K
LCOV
2610
London Company of Virginia
Virginia
$5.68K
PAM
2611
Parvin Asset Management
South Dakota
$5.41K
MNA
2612
Manning & Napier Advisors
New York
$4.81K
RWA
2613
Reicon Wealth Advisors
Georgia
$4.33K
TWD
2614
True Wealth Design
Ohio
$4.09K
SC
2615
Swan Capital
Florida
$3.97K
GGI
2616
Godsey & Gibb Inc
Virginia
$3.73K
SA
2617
Strategic Advocates
Utah
$3.53K
KG
2618
Kilter Group
New York
$3.37K
LAM
2619
Lummis Asset Management
Texas
$3.25K
HFM
2620
Hartford Financial Management
Connecticut
$3.04K
EDRH
2621
Edmond de Rothschild Holding
Switzerland
$2.88K
FCT
2622
First Community Trust
Iowa
$2.88K
PP
2623
Pingora Partners
Wyoming
$2.76K
GWM
2624
Greenline Wealth Management
Florida
$2.4K
TTIC
2625
Tower Trust & Investment Company
Iowa
$2.4K