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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
FMI
576
F/M Investments
District of Columbia
$8.66M
CBA
577
Coastal Bridge Advisors
Connecticut
$8.63M
TSWM
578
Triangle Securities Wealth Management
North Carolina
$8.62M
SWMG
579
Sard Wealth Management Group
Georgia
$8.62M
TCP
580
TMB Capital Partners
Arkansas
$8.61M
ACB
581
Aristotle Capital Boston
Massachusetts
$8.61M
PI
582
Pachira Investments
California
$8.6M
RA
583
RFG Advisory
Alabama
$8.59M
PSCM
584
Per Stirling Capital Management
Texas
$8.55M
AIMC
585
Alley Investment Management Company
Illinois
$8.55M
MWM
586
Marietta Wealth Management
Georgia
$8.53M
CNBTD
587
Citizens National Bank Trust Department
Mississippi
$8.49M
EFA
588
Evernest Financial Advisors
Indiana
$8.46M
CV
589
Counterweight Ventures
North Carolina
$8.45M
PFM
590
Peak Financial Management
Massachusetts
$8.42M
HSA
591
HBK Sorce Advisory
Pennsylvania
$8.42M
HAG
592
HighPoint Advisor Group
Illinois
$8.37M
MWM
593
Mascoma Wealth Management
New Hampshire
$8.36M
SFP
594
Strategic Financial Partners
Oregon
$8.33M
SAM
595
Sherman Asset Management
California
$8.28M
CI
596
CX Institutional
Indiana
$8.26M
TCWA
597
Turtle Creek Wealth Advisors
Texas
$8.24M
MHC
598
May Hill Capital
Massachusetts
$8.24M
APW
599
Alliance Private Wealth
Massachusetts
$8.22M
FNBOO
600
First National Bank of Omaha
Nebraska
$8.22M