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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
GIA
251
Gladstone Institutional Advisory
Florida
$25.2M
DADC
252
D.A. Davidson & Co
Montana
$25.2M
KLI
253
Kelman-Lazarov Inc
Tennessee
$25.1M
AWA
254
Arkadios Wealth Advisors
Georgia
$25.1M
1SB
255
1ST Source Bank
Indiana
$24.6M
TI
256
Tidal Investments
Wisconsin
$24.6M
MT
257
Midwest Trust
Kansas
$24.4M
CIC
258
Cutler Investment Counsel
Oregon
$24.4M
KWMG
259
King Wealth Management Group
Florida
$24.1M
HTIM
260
Harbour Trust & Investment Management
Indiana
$24.1M
CVSC
261
C.V. Starr & Co
New York
$24.1M
CI
262
Constellation Investments
Ohio
$24M
PAI
263
Pittenger & Anderson Inc
Nebraska
$23.9M
RFP
264
Roth Financial Partners
Texas
$23.8M
YCM
265
Yousif Capital Management
Michigan
$23.8M
PWM
266
Perigon Wealth Management
California
$23.6M
FMN
267
Financial Management Network
California
$23.3M
WPA
268
West Paces Advisors
Georgia
$23.3M
SPC
269
Sigma Planning Corp
Michigan
$23.3M
SB
270
Simmons Bank
Arkansas
$23M
LFS
271
Lutz Financial Services
Nebraska
$23M
BWM
272
Baron Wealth Management
Michigan
$22.9M
CPA
273
Capital Performance Advisors
California
$22.8M
Public Sector Pension Investment Board (PSP Investments)
274
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.8M
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$22.8M