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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
VFIC
301
Valley Forge Investment Consultants
Pennsylvania
$20.9M
AWM
302
Apollon Wealth Management
South Carolina
$20.9M
PPL
303
Planning Project LLC
Texas
$20.8M
HG
304
Harbor Group
New Hampshire
$20.8M
CGA
305
Crescent Grove Advisors
Illinois
$20.7M
FHC
306
Fort Henry Capital
West Virginia
$20.7M
PAS
307
Park Avenue Securities
New York
$20.6M
CA
308
CoreCap Advisors
Michigan
$20.5M
ECM
309
Evergreen Capital Management
Washington
$20.5M
ETS
310
ESL Trust Services
New York
$20.5M
CFA
311
CWS Financial Advisors
Michigan
$20.5M
FWM
312
FFT Wealth Management
Pennsylvania
$20.4M
IWC
313
Integrated Wealth Concepts
Massachusetts
$20.4M
VC
314
Vicus Capital
Pennsylvania
$20.3M
WT
315
Washington Trust
Rhode Island
$20.3M
PFA
316
Pure Financial Advisors
California
$20.3M
HI
317
Human Investing
Oregon
$20.2M
MAWA
318
Moss Adams Wealth Advisors
Washington
$20.1M
Qube Research & Technologies (QRT)
319
Qube Research & Technologies (QRT)
United Kingdom
$20.1M
GBWM
320
Granite Bay Wealth Management
New Hampshire
$20.1M
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$20.1M
FNBT
322
FineMark National Bank & Trust
Florida
$20M
KFP
323
Keener Financial Planning
Texas
$20M
CC
324
Courier Capital
New York
$20M
NL
325
Navalign LLC
California
$19.9M