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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
WQ
2701
Wealth Quarterback
New Jersey
BCP
2702
Blue Chip Partners
Michigan
AFA
2703
Antonelli Financial Advisors
Michigan
LKBC
2704
L.K. Benson & Company
Maryland
PCA
2705
Purkiss Capital Advisors
Connecticut
AIP
2706
Almanack Investment Partners
Pennsylvania
EC
2707
Estate Counselors
Wisconsin
PRP
2708
Peak Retirement Planning
Ohio
BFC
2709
Blue Fin Capital
Rhode Island
TWP
2710
Tempus Wealth Planning
California
MC
2711
McCarthy & Cox
Ohio
BFF
2712
Byrne Financial Freedom
Massachusetts
AWMM
2713
Aegis Wealth Management (Maryland)
Maryland
GFPC
2714
Global Financial Private Client
Florida
MPW
2715
Magnolia Private Wealth
Pennsylvania
APA
2716
Astoria Portfolio Advisors
New York
Parallax Volatility Advisers
2717
Parallax Volatility Advisers
California
NC
2718
North Capital
Utah
LCM
2719
Logan Capital Management
Pennsylvania
JWM
2720
JPL Wealth Management
Colorado
GFWA
2721
Grey Fox Wealth Advisors
Delaware
SFCL
2722
Strengthening Families & Communities LLC
Massachusetts
EPAM
2723
Evelyn Partners Asset Management
RA
2724
Rise Advisors
New York
KWM
2725
Kiker Wealth Management
Georgia