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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
SRWM
2776
Shira Ridge Wealth Management
California
GIA
2777
Goodwin Investment Advisory
Georgia
CLP
2778
Charis Legacy Partners
Texas
WQ
2779
Wealth Quarterback
New Jersey
BCP
2780
Blue Chip Partners
Michigan
AFA
2781
Antonelli Financial Advisors
Michigan
LKBC
2782
L.K. Benson & Company
Maryland
PCA
2783
Purkiss Capital Advisors
Connecticut
AIP
2784
Almanack Investment Partners
Pennsylvania
EC
2785
Estate Counselors
Wisconsin
PRP
2786
Peak Retirement Planning
Ohio
BFC
2787
Blue Fin Capital
Rhode Island
TWP
2788
Tempus Wealth Planning
California
MC
2789
McCarthy & Cox
Ohio
BFF
2790
Byrne Financial Freedom
Massachusetts
AWMM
2791
Aegis Wealth Management (Maryland)
Maryland
SFO
2792
Stenger Family Office
Illinois
GFPC
2793
Global Financial Private Client
Florida
MPW
2794
Magnolia Private Wealth
Pennsylvania
APA
2795
Astoria Portfolio Advisors
New York
Parallax Volatility Advisers
2796
Parallax Volatility Advisers
California
NC
2797
North Capital
Utah
LCM
2798
Logan Capital Management
Pennsylvania
JWM
2799
JPL Wealth Management
Colorado
GFWA
2800
Grey Fox Wealth Advisors
Delaware