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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
ATC
426
Argent Trust Co
Tennessee
$13.4M
CWM
427
Cranbrook Wealth Management
Michigan
$13.3M
TCBWMS
428
Texas Capital Bank Wealth Management Services
Texas
$13.3M
FCA
429
Fortis Capital Advisors
Kansas
$13.3M
MSA
430
Marino Stram & Associates
Massachusetts
$13.2M
IWM
431
IHT Wealth Management
Illinois
$13.2M
PPW
432
PACK Private Wealth
Minnesota
$13.2M
NC
433
NewSquare Capital
Pennsylvania
$13.1M
MPW
434
Melone Private Wealth
Michigan
$13.1M
WA
435
Waverly Advisors
Alabama
$12.9M
CGPCS
436
Capital Group Private Client Services
California
$12.9M
TWA
437
TCI Wealth Advisors
Arizona
$12.9M
BWM
438
Boyd Wealth Management
California
$12.8M
DWM
439
Dynasty Wealth Management
Florida
$12.8M
PFA
440
Presper Financial Architects
Ohio
$12.7M
AQR Capital Management
441
AQR Capital Management
Connecticut
$12.7M
PAM
442
Peninsula Asset Management
Florida
$12.6M
CIM
443
CIM Investment Management
Pennsylvania
$12.6M
FTS
444
Fifth Third Securities
Ohio
$12.6M
HFRG
445
Houlihan Financial Resource Group
Virginia
$12.6M
IAS
446
Integrity Advisory Solutions
Texas
$12.5M
IA
447
IFP Advisors
Florida
$12.5M
DC
448
Davenport & Co
Virginia
$12.5M
GAM
449
Gotham Asset Management
New York
$12.5M
NA
450
Nestegg Advisors
New York
$12.3M