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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
SDWMA
451
Schneider Downs Wealth Management Advisors
Pennsylvania
$12.3M
JFA
452
JNBA Financial Advisors
Minnesota
$12.3M
4FG
453
4Thought Financial Group
New York
$12.2M
KPWS
454
Kestra Private Wealth Services
Texas
$12.2M
IA
455
IFG Advisory
Georgia
$12.1M
CAG
456
Crestwood Advisors Group
Massachusetts
$12.1M
WSFS
457
Wilmington Savings Fund Society
Delaware
$12.1M
ST
458
Sageworth Trust
Pennsylvania
$12.1M
SL
459
Salomon & Ludwin
Virginia
$12.1M
CPL
460
Corecam Pte Ltd
$12.1M
MIG
461
McGuire Investment Group
Rhode Island
$12M
FDCDDQ
462
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12M
CAL
463
Capital Analysts LLC
Pennsylvania
$12M
NA
464
Nordwand Advisors
Pennsylvania
$11.9M
TIM
465
Tortoise Investment Management
New York
$11.9M
LRWA
466
Long Run Wealth Advisors
New York
$11.7M
TCM
467
Towercrest Capital Management
Pennsylvania
$11.7M
ACA
468
Aptus Capital Advisors
Alabama
$11.7M
DM
469
Diversified Management
Wisconsin
$11.7M
NLWP
470
Next Level Wealth Planning
Idaho
$11.7M
UBS AM
471
UBS AM
Illinois
$11.7M
SFC
472
Sprinkle Financial Consultants
Colorado
$11.6M
HI
473
Harbour Investments
Wisconsin
$11.6M
PHAM
474
Palisades Hudson Asset Management
Florida
$11.5M
CIAS
475
Capital Investment Advisory Services
North Carolina
$11.5M