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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
Mirae Asset Global Investments
376
Mirae Asset Global Investments
South Korea
$16.1M
LS
377
Liquid Strategies
Georgia
$16.1M
SB
378
Sunflower Bank
Texas
$16M
HIG
379
Heritage Investment Group
Florida
$16M
HR
380
Hardy Reed
Mississippi
$15.9M
LP
381
LGL Partners
Pennsylvania
$15.9M
MCC
382
Money Concepts Capital
Florida
$15.8M
HCA
383
Heck Capital Advisors
Wisconsin
$15.7M
PMG
384
ProVise Management Group
Florida
$15.7M
OFG
385
Omega Financial Group
California
$15.6M
BWP
386
Burling Wealth Partners
Illinois
$15.6M
HWA
387
HCR Wealth Advisors
California
$15.5M
FMWA
388
Forvis Mazars Wealth Advisors
Missouri
$15.5M
Manulife (Manufacturers Life Insurance)
389
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.3M
SAM
390
Smithbridge Asset Management
Pennsylvania
$15.3M
EWM
391
Empirical Wealth Management
Washington
$15.2M
CA
392
Centerpoint Advisors
Massachusetts
$15.2M
LWANC
393
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.1M
NW
394
NewEdge Wealth
Pennsylvania
$15.1M
FDP
395
Financiere des Professionnels
Quebec, Canada
$15M
GC
396
Grimes & Company
Massachusetts
$15M
GPA
397
Guidance Point Advisors
Massachusetts
$15M
PCP
398
Panoramic Capital Partners
Oregon
$15M
XF
399
XML Financial
Maryland
$14.9M
VVP
400
Venture Visionary Partners
Ohio
$14.9M