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iShares Core S&P Small-Cap ETF

2,718 hedge funds and large institutions have $65.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 1,056 increasing their positions, 1,025 reducing their positions, and 96 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 ownership

Funds ownership:

7% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $45.3M

5% more capital invested

Capital invested by funds: $62.8B → $65.8B (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,025

Holders
2,718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
312
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
PFA
251
Pathway Financial Advisors
Vermont
$25.5M
CPRC
252
Consolidated Portfolio Review Corp
New York
$25.4M
BHIA
253
Birch Hill Investment Advisors
Massachusetts
$25.4M
GIA
254
Gladstone Institutional Advisory
Florida
$25.2M
DADC
255
D.A. Davidson & Co
Montana
$25.2M
KLI
256
Kelman-Lazarov Inc
Tennessee
$25.1M
AWA
257
Arkadios Wealth Advisors
Georgia
$25.1M
1SB
258
1ST Source Bank
Indiana
$24.6M
TI
259
Tidal Investments
Wisconsin
$24.6M
MT
260
Midwest Trust
Kansas
$24.4M
CIC
261
Cutler Investment Counsel
Oregon
$24.4M
KWMG
262
King Wealth Management Group
Florida
$24.1M
HTIM
263
Harbour Trust & Investment Management
Indiana
$24.1M
CVSC
264
C.V. Starr & Co
New York
$24.1M
CI
265
Constellation Investments
Ohio
$24M
PAI
266
Pittenger & Anderson Inc
Nebraska
$23.9M
RFP
267
Roth Financial Partners
Texas
$23.8M
YCM
268
Yousif Capital Management
Michigan
$23.8M
PWM
269
Perigon Wealth Management
California
$23.6M
FMN
270
Financial Management Network
California
$23.3M
WPA
271
West Paces Advisors
Georgia
$23.3M
SPC
272
Sigma Planning Corp
Michigan
$23.3M
SB
273
Simmons Bank
Arkansas
$23M
LFS
274
Lutz Financial Services
Nebraska
$23M
BWM
275
Baron Wealth Management
Michigan
$22.9M