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iShares Core S&P Small-Cap ETF

2,709 hedge funds and large institutions have $65.4B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 338 funds opening new positions, 1,055 increasing their positions, 1,023 reducing their positions, and 97 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: $

4% more capital invested

Capital invested by funds: $62.8B → $65.4B (+$2.66B)

3% more repeat investments, than reductions

Existing positions increased: 1,055 | Existing positions reduced: 1,023

0.75% more ownership

Funds ownership: 73.16%73.91% (+0.75%)

Holders
2,709
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
311
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
IWM
351
Inlight Wealth Management
Georgia
$17.9M
BOS
352
Bank of Stockton
California
$17.9M
EWA
353
Encompass Wealth Advisors
Oregon
$17.8M
CA
354
Crewe Advisors
Utah
$17.8M
YIA
355
YHB Investment Advisors
Connecticut
$17.6M
TFA
356
Transamerica Financial Advisors
Florida
$17.5M
SF
357
Summit Financial
New Jersey
$17.3M
SFWA
358
Summit Financial Wealth Advisors
Louisiana
$17.2M
CFO
359
Callan Family Office
Pennsylvania
$17.2M
RWM
360
Ritholtz Wealth Management
New York
$17M
RA
361
Riversedge Advisors
Delaware
$17M
JA
362
JVL Associates
Michigan
$17M
AGA
363
Arkos Global Advisors
Texas
$16.9M
PSIWM
364
Paradigm Strategies in Wealth Management
Minnesota
$16.8M
HW
365
HORAN Wealth
Ohio
$16.8M
FW
366
Fairway Wealth
Ohio
$16.8M
IF
367
Ironwood Financial
Arizona
$16.7M
MCWS
368
McKinley Carter Wealth Services
West Virginia
$16.7M
WF
369
Welch & Forbes
Massachusetts
$16.6M
TAM
370
Titleist Asset Management
Texas
$16.5M
AA
371
Ancora Advisors
Ohio
$16.5M
SWP
372
Sagespring Wealth Partners
Tennessee
$16.5M
PCIA
373
Prime Capital Investment Advisors
Kansas
$16.3M
State of Tennessee, Department of Treasury
374
State of Tennessee, Department of Treasury
Tennessee
$16.2M
SCM
375
SCS Capital Management
Massachusetts
$16.2M