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iShares Core S&P Small-Cap ETF

2,718 hedge funds and large institutions have $65.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 1,056 increasing their positions, 1,025 reducing their positions, and 96 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 ownership

Funds ownership:

7% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $45.3M

5% more capital invested

Capital invested by funds: $62.8B → $65.8B (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,025

Holders
2,718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
312
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
SL
101
SWF LLC
Nebraska
$72M
NA
102
NewEdge Advisors
Louisiana
$71.9M
SFG
103
Sage Financial Group
Pennsylvania
$71.2M
APCM
104
Alaska Permanent Capital Management
Alaska
$69.7M
SIC
105
Sigma Investment Counselors
Michigan
$69.2M
UB
106
UMB Bank
Missouri
$69.1M
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$69M
KA
108
Klingman & Associates
New York
$68.2M
EH
109
Equitable Holdings
New York
$67.8M
SLT
110
St Louis Trust
Missouri
$67.5M
IC
111
IEQ Capital
California
$67.2M
GT
112
Greenleaf Trust
Michigan
$66.2M
CWM
113
Connecticut Wealth Management
Connecticut
$65.3M
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$65M
BF
115
BOK Financial
Oklahoma
$64.3M
PAG
116
Private Advisor Group
New Jersey
$63.2M
AllianceBernstein
117
AllianceBernstein
Tennessee
$61.6M
WA
118
Wealth Architects
California
$59.7M
BCWM
119
Bartlett & Co Wealth Management
Ohio
$59.5M
JIC
120
Johnson Investment Counsel
Ohio
$59.4M
FBFS
121
First Business Financial Services
Wisconsin
$59.2M
CA
122
Clearstead Advisors
Ohio
$59.1M
BSB
123
Bangor Savings Bank
Maine
$58M
BBA
124
BLB&B Advisors
Pennsylvania
$57.7M
MSA
125
Mason Street Advisors
Wisconsin
$57.2M