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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
Kovitz Investment Group Partners
601
Kovitz Investment Group Partners
Illinois
$8.17M
EIG
602
Ellenbecker Investment Group
Wisconsin
$8.17M
PPWP
603
Premier Path Wealth Partners
New Jersey
$8.17M
SCTC
604
Sanibel Captiva Trust Company
Florida
$8.15M
CCM
605
Cannon Capital Management
Utah
$8.15M
SW
606
SkyOak Wealth
Michigan
$8.07M
NGA
607
Naples Global Advisors
Florida
$8.07M
MW
608
Marble Wealth
Alabama
$8.03M
AMM
609
American Money Management
California
$7.97M
HHWM
610
Hiley Hunt Wealth Management
Nebraska
$7.96M
VRM
611
Vectors Research Management
New York
$7.92M
CB
612
Commerce Bank
Missouri
$7.91M
WCM
613
WLTH Capital Management
Arizona
$7.86M
SIC
614
Sterling Investment Counsel
New York
$7.86M
PFS
615
Prospera Financial Services
Texas
$7.85M
MWM
616
MTC Wealth Management
Florida
$7.82M
JAG
617
Journey Advisory Group
Kentucky
$7.76M
CCM
618
Canal Capital Management
Virginia
$7.75M
DWT
619
Dorsey & Whitney Trust
South Dakota
$7.74M
IA
620
IFS Advisors
Kansas
$7.74M
AL
621
Aspiriant LLC
California
$7.74M
TA
622
TKG Advisors
Indiana
$7.72M
LWMNY
623
Landmark Wealth Management (New York)
New York
$7.7M
SB
624
Strategic Blueprint
Georgia
$7.68M
NWA
625
New World Advisors
Massachusetts
$7.68M