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iShares Core S&P Small-Cap ETF

2,640 hedge funds and large institutions have $64.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 1,040 increasing their positions, 1,013 reducing their positions, and 95 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: $

3% more capital invested

Capital invested by funds: $62.7B → $64.9B (+$2.17B)

3% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 1,013

0.37% more ownership

Funds ownership: 73.11%73.48% (+0.37%)

Holders
2,640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
303
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
BBHC
126
Brown Brothers Harriman & Co
New York
$56M
CWM
127
Cahaba Wealth Management
Georgia
$55.4M
TIAA Trust, National Association
128
TIAA Trust, National Association
North Carolina
$54.3M
AWM
129
Abound Wealth Management
Tennessee
$53.4M
FT
130
Fiduciary Trust
Massachusetts
$52.9M
SWP
131
Stratos Wealth Partners
Ohio
$52.8M
GRP
132
Global Retirement Partners
California
$52.2M
CAAS
133
Capital Asset Advisory Services
Michigan
$51.3M
BCM
134
Becker Capital Management
Oregon
$51.1M
R
135
Rebalance
California
$51M
ACGA
136
Atlanta Consulting Group Advisors
Georgia
$50.4M
LWMT
137
Legacy Wealth Management (Tennessee)
Tennessee
$50.3M
RWM
138
RKL Wealth Management
Pennsylvania
$49.5M
SWM
139
SilverOak Wealth Management
Minnesota
$49.3M
VCM
140
Vision Capital Management
Oregon
$49.2M
BM
141
Berman McAleer
Maryland
$48.8M
Citigroup
142
Citigroup
New York
$48.4M
SWM
143
SigFig Wealth Management
California
$48.4M
AIA
144
Ally Invest Advisors
North Carolina
$47.8M
NYLIM
145
New York Life Investment Management
New York
$47.8M
UBV
146
United Bank (Virginia)
Virginia
$47.2M
PFPG
147
Pinnacle Financial Partners (Georgia)
Georgia
$47.1M
MCM
148
Maple Capital Management
Vermont
$46.5M
ACM
149
Arcataur Capital Management
Wisconsin
$46.4M
Envestnet Portfolio Solutions
150
Envestnet Portfolio Solutions
Illinois
$46M