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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
CA
351
Crewe Advisors
Utah
$17.8M
YIA
352
YHB Investment Advisors
Connecticut
$17.6M
TFA
353
Transamerica Financial Advisors
Florida
$17.5M
SF
354
Summit Financial
New Jersey
$17.3M
SFWA
355
Summit Financial Wealth Advisors
Louisiana
$17.2M
CFO
356
Callan Family Office
Pennsylvania
$17.2M
RWM
357
Ritholtz Wealth Management
New York
$17M
RA
358
Riversedge Advisors
Delaware
$17M
JA
359
JVL Associates
Michigan
$17M
AGA
360
Arkos Global Advisors
Texas
$16.9M
PSIWM
361
Paradigm Strategies in Wealth Management
Minnesota
$16.8M
HW
362
HORAN Wealth
Ohio
$16.8M
FW
363
Fairway Wealth
Ohio
$16.8M
IF
364
Ironwood Financial
Arizona
$16.7M
MCWS
365
McKinley Carter Wealth Services
West Virginia
$16.7M
WF
366
Welch & Forbes
Massachusetts
$16.6M
TAM
367
Titleist Asset Management
Texas
$16.5M
AA
368
Ancora Advisors
Ohio
$16.5M
SWP
369
Sagespring Wealth Partners
Tennessee
$16.5M
MHC
370
May Hill Capital
Massachusetts
$16.5M
PCIA
371
Prime Capital Investment Advisors
Kansas
$16.3M
State of Tennessee, Department of Treasury
372
State of Tennessee, Department of Treasury
Tennessee
$16.2M
SCM
373
SCS Capital Management
Massachusetts
$16.2M
Mirae Asset Global Investments
374
Mirae Asset Global Investments
South Korea
$16.1M
LS
375
Liquid Strategies
Georgia
$16.1M