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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
MWM
401
Modern Wealth Management
Kansas
$14.7M
MFC
402
Morris Financial Concepts
South Carolina
$14.7M
RIA
403
Regal Investment Advisors
Michigan
$14.7M
B
404
Bailard
California
$14.6M
OIA
405
OneDigital Investment Advisors
Kansas
$14.6M
BSAM
406
Blue Square Asset Management
New York
$14.6M
FBT
407
First Bank & Trust
South Dakota
$14.5M
BAM
408
Belpointe Asset Management
Nevada
$14.4M
NPF
409
Norris Perne & French
Michigan
$14.3M
IAG
410
Investment Advisory Group
Massachusetts
$14.3M
SC
411
SouthState Corp
Florida
$14.3M
ETC
412
Exchange Traded Concepts
Oklahoma
$14.2M
FF
413
Francis Financial
$14.2M
NCM
414
Neumann Capital Management
California
$14.2M
SC
415
Sapient Capital
Indiana
$14.1M
GGS
416
Galvin Gaustad & Stein
Arizona
$14.1M
LA
417
LVW Advisors
New York
$14.1M
TPCW
418
TD Private Client Wealth
New York
$14M
HCP
419
Holt Capital Partners
Texas
$13.8M
CB
420
Community Bank
New York
$13.7M
MM
421
Meridian Management
Arkansas
$13.7M
PG
422
Proffitt & Goodson
Tennessee
$13.7M
NA
423
Nottingham Advisors
New York
$13.5M
LGWM
424
Litman Gregory Wealth Management
California
$13.5M
RWPA
425
Richard W. Paul & Associates
Michigan
$13.4M