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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
DCM
276
Dimension Capital Management
Florida
$22.1M
EI
277
EFG International
$22.1M
TCA
278
Trifecta Capital Advisors
Illinois
$22M
WH
279
Whitcomb & Hess
Ohio
$21.6M
BPA
280
Beacon Pointe Advisors
California
$21.5M
Bank of Nova Scotia
281
Bank of Nova Scotia
Ontario, Canada
$21.5M
ST
282
Smithfield Trust
Pennsylvania
$21.5M
CWA
283
CJM Wealth Advisers
Virginia
$21.4M
PWMAG
284
Pinnacle Wealth Management Advisory Group
New Jersey
$21.4M
EA
285
Evergreen Advisors
Tennessee
$21.3M
LIA
286
LBMC Investment Advisors
Tennessee
$21.2M
MYIA
287
Mount Yale Investment Advisors
Colorado
$21.2M
QCG
288
Quadrant Capital Group
Ohio
$21.2M
CCM
289
Cambridge Capital Management
Illinois
$21.1M
TCM
290
Twele Capital Management
Minnesota
$21M
TCOV
291
Trust Company of Vermont
Vermont
$21M
FFW
292
Fusion Family Wealth
New York
$21M
TODC
293
Trustees of Dartmouth College
New Hampshire
$21M
NEPPG
294
New England Professional Planning Group
Rhode Island
$21M
SAM
295
Summit Asset Management
Tennessee
$20.9M
CA
296
Cornerstone Advisory
Maryland
$20.9M
VFIC
297
Valley Forge Investment Consultants
Pennsylvania
$20.9M
AWM
298
Apollon Wealth Management
South Carolina
$20.9M
PPL
299
Planning Project LLC
Texas
$20.8M
HG
300
Harbor Group
New Hampshire
$20.8M