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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
GWMIA
651
Global Wealth Management Investment Advisory
Florida
$7.23M
COPPSERS
652
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.22M
PGF
653
Plan Group Financial
Oklahoma
$7.2M
LWM
654
Latko Wealth Management
Illinois
$7.19M
SWA
655
Serenus Wealth Advisors
California
$7.17M
PD
656
Planning Directions
Pennsylvania
$7.17M
CIAS
657
CFS Investment Advisory Services
New Jersey
$7.15M
LA
658
Lynch & Associates
Indiana
$7.14M
EGWAG
659
Elwood & Goetz Wealth Advisory Group
Georgia
$7.13M
SS
660
Sunbelt Securities
Texas
$7.07M
DWM
661
Drive Wealth Management
Utah
$7.04M
SI
662
Stephens Inc
Arkansas
$7.01M
T
663
TrustBank
Illinois
$6.98M
TFP
664
Townsend Financial Planning
Kentucky
$6.97M
OAM
665
Oppenheimer Asset Management
New York
$6.97M
AP
666
Aspect Partners
Virginia
$6.96M
SC
667
Stephenson & Company
California
$6.95M
SW
668
SlateStone Wealth
Florida
$6.93M
HFS
669
Hopwood Financial Services
Virginia
$6.89M
TCM
670
Telos Capital Management
California
$6.87M
MFA
671
Mayflower Financial Advisors
Massachusetts
$6.86M
PFG
672
Pacific Financial Group
Washington
$6.84M
UFPG
673
United Financial Planning Group
New York
$6.82M
BCM
674
Boltwood Capital Management
California
$6.8M
BA
675
Ballew Advisors
Mississippi
$6.8M