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iShares Core S&P Small-Cap ETF

2,710 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
2,710
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
AC
626
Asio Capital
Kentucky
$7.66M
NBWM
627
North Berkeley Wealth Management
California
$7.63M
EWA
628
Emergent Wealth Advisors
New York
$7.58M
MAA
629
Matrix Asset Advisors
New York
$7.56M
AC
630
Aristides Capital
Kentucky
$7.54M
AP
631
Americana Partners
Texas
$7.53M
KNFPWM
632
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.51M
CA
633
Clune & Associates
Illinois
$7.49M
EW
634
Enzi Wealth
Texas
$7.48M
NF
635
Nikulski Financial
Iowa
$7.48M
MF
636
Meridian Financial
Massachusetts
$7.48M
WPIC
637
White Pine Investment Company
Michigan
$7.43M
MMA
638
Miracle Mile Advisors
California
$7.41M
BW
639
BostonPremier Wealth
Massachusetts
$7.39M
PCM
640
Park Capital Management
Wisconsin
$7.38M
BIA
641
Bell Investment Advisors
California
$7.37M
MWP
642
Madison Wealth Partners
Wisconsin
$7.36M
IAN
643
Integrated Advisors Network
Texas
$7.34M
FMI
644
Fiduciary Management Inc
Wisconsin
$7.32M
CA
645
Cumberland Advisors
Florida
$7.32M
PWM
646
Provident Wealth Management
Tennessee
$7.3M
AWP
647
Accretive Wealth Partners
New Jersey
$7.29M
FHA
648
Flagship Harbor Advisors
Massachusetts
$7.29M
SAS
649
Sage Advisory Services
Texas
$7.29M
OHWP
650
Oak Harbor Wealth Partners
North Carolina
$7.27M