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iShares Core S&P Small-Cap ETF

2,709 hedge funds and large institutions have $65.4B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 338 funds opening new positions, 1,055 increasing their positions, 1,023 reducing their positions, and 97 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: $

4% more capital invested

Capital invested by funds: $62.8B → $65.4B (+$2.66B)

3% more repeat investments, than reductions

Existing positions increased: 1,055 | Existing positions reduced: 1,023

0.75% more ownership

Funds ownership: 73.16%73.91% (+0.75%)

Holders
2,709
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
311
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
BWA
2751
Bestgate Wealth Advisors
Maryland
MAM
2752
Milestone Asset Management
Pennsylvania
WWA
2753
Wingate Wealth Advisors
Massachusetts
AGP
2754
Aspire Growth Partners
Florida
SWIG
2755
Strategic Wealth Investment Group
Kentucky
SMH
2756
Sanders Morris Harris
Texas
TF
2757
Tandem Financial
Colorado
ATS
2758
Ashton Thomas Securities
New York
Group One Trading
2759
Group One Trading
Illinois
AWM
2760
Alterna Wealth Management
Texas
IA
2761
Invested Advisors
Pennsylvania
SWA
2762
SFMG Wealth Advisors
Texas
WSWA
2763
Warren Street Wealth Advisors
California
JIR
2764
James Investment Research
Ohio
CAM
2765
CPA Asset Management
Florida
ANB
2766
Amarillo National Bank
Texas
GSC
2767
Ground Swell Capital
South Carolina
SRWM
2768
Shira Ridge Wealth Management
California
GIA
2769
Goodwin Investment Advisory
Georgia
CLP
2770
Charis Legacy Partners
Texas
WQ
2771
Wealth Quarterback
New Jersey
BCP
2772
Blue Chip Partners
Michigan
AFA
2773
Antonelli Financial Advisors
Michigan
LKBC
2774
L.K. Benson & Company
Maryland
PCA
2775
Purkiss Capital Advisors
Connecticut