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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
FL
2676
FreeGulliver LLC
Louisiana
WFA
2677
WMG Financial Advisors
Tennessee
SAMC
2678
Spectrum Asset Management (California)
California
TC
2679
TownSquare Capital
Utah
QT
2680
Quantbot Technologies
New York
BWA
2681
Bestgate Wealth Advisors
Maryland
MAM
2682
Milestone Asset Management
Pennsylvania
WWA
2683
Wingate Wealth Advisors
Massachusetts
AGP
2684
Aspire Growth Partners
Florida
SWIG
2685
Strategic Wealth Investment Group
Kentucky
SMH
2686
Sanders Morris Harris
Texas
TF
2687
Tandem Financial
Colorado
ATS
2688
Ashton Thomas Securities
New York
Group One Trading
2689
Group One Trading
Illinois
AWM
2690
Alterna Wealth Management
Texas
IA
2691
Invested Advisors
Pennsylvania
SWA
2692
SFMG Wealth Advisors
Texas
WSWA
2693
Warren Street Wealth Advisors
California
JIR
2694
James Investment Research
Ohio
CAM
2695
CPA Asset Management
Florida
ANB
2696
Amarillo National Bank
Texas
GSC
2697
Ground Swell Capital
South Carolina
SRWM
2698
Shira Ridge Wealth Management
California
GIA
2699
Goodwin Investment Advisory
Georgia
CLP
2700
Charis Legacy Partners
Texas