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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
GIM
326
Goelzer Investment Management
Indiana
$19.6M
CCWA
327
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.6M
FA
328
Fiduciary Alliance
South Carolina
$19.5M
FWA
329
FSM Wealth Advisors
Ohio
$19.5M
PAS
330
PKS Advisory Services
New York
$19.3M
RWP
331
RWA Wealth Partners
Massachusetts
$19.1M
ISB
332
Iowa State Bank
Iowa
$19.1M
MIA
333
MainStreet Investment Advisors
Illinois
$19.1M
RDFA
334
Ritter Daniher Financial Advisory
Ohio
$19M
BFPW
335
BOK Financial Private Wealth
Colorado
$18.8M
SBH
336
Segall Bryant & Hamill
Illinois
$18.7M
VFG
337
Victory Financial Group
Texas
$18.6M
MAM
338
Mullooly Asset Management
New Jersey
$18.6M
Balyasny Asset Management
339
Balyasny Asset Management
Illinois
$18.5M
CWMK
340
Caliber Wealth Management (Kansas)
Kansas
$18.4M
CSP
341
Cary Street Partners
Virginia
$18.4M
SCA
342
Southern Capital Advisors
Tennessee
$18.4M
LPAM
343
Lodestar Private Asset Management
California
$18.3M
NRI
344
NFP Retirement Inc
California
$18.3M
GA
345
GFS Advisors
Texas
$18.2M
FA
346
Fiducient Advisors
Illinois
$18M
CCA
347
Conservest Capital Advisors
Pennsylvania
$17.9M
IWM
348
Inlight Wealth Management
Georgia
$17.9M
BOS
349
Bank of Stockton
California
$17.9M
EWA
350
Encompass Wealth Advisors
Oregon
$17.8M