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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
AWM
126
Axxcess Wealth Management
California
$56.6M
BBHC
127
Brown Brothers Harriman & Co
New York
$56M
CWM
128
Cahaba Wealth Management
Georgia
$55.4M
TIAA Trust, National Association
129
TIAA Trust, National Association
North Carolina
$54.3M
AWM
130
Abound Wealth Management
Tennessee
$53.4M
FT
131
Fiduciary Trust
Massachusetts
$52.9M
SWP
132
Stratos Wealth Partners
Ohio
$52.8M
GRP
133
Global Retirement Partners
California
$52.2M
CAAS
134
Capital Asset Advisory Services
Michigan
$51.3M
BCM
135
Becker Capital Management
Oregon
$51.1M
R
136
Rebalance
California
$51M
ACGA
137
Atlanta Consulting Group Advisors
Georgia
$50.4M
LWMT
138
Legacy Wealth Management (Tennessee)
Tennessee
$50.3M
RWM
139
RKL Wealth Management
Pennsylvania
$49.5M
SWM
140
SilverOak Wealth Management
Minnesota
$49.3M
VCM
141
Vision Capital Management
Oregon
$49.2M
BM
142
Berman McAleer
Maryland
$48.8M
Citigroup
143
Citigroup
New York
$48.4M
SWM
144
SigFig Wealth Management
California
$48.4M
AIA
145
Ally Invest Advisors
North Carolina
$47.8M
NYLIM
146
New York Life Investment Management
New York
$47.8M
UBV
147
United Bank (Virginia)
Virginia
$47.2M
PFPG
148
Pinnacle Financial Partners (Georgia)
Georgia
$47.1M
MCM
149
Maple Capital Management
Vermont
$46.5M
ACM
150
Arcataur Capital Management
Wisconsin
$46.4M