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iShares Core S&P Small-Cap ETF

2,712 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 337 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 (+$3.03B)

3% more repeat investments, than reductions

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

Holders
2,712
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
BFA
1526
Bragg Financial Advisors
North Carolina
$1.03M
CFG
1527
Carr Financial Group
Massachusetts
$1.03M
IIM
1528
Ipswich Investment Management
Massachusetts
$1.03M
GM
1529
GeoWealth Management
Illinois
$1.03M
LW
1530
Linscomb Wealth
Texas
$1.02M
Vontobel Holding
1531
Vontobel Holding
Switzerland
$1.02M
PFS
1532
Prospect Financial Services
New York
$1.02M
DWM
1533
Defined Wealth Management
Oregon
$1.02M
PCFFS
1534
Pacific Center for Financial Services
California
$1.02M
DDC
1535
DF Dent & Co
Maryland
$1.01M
OP
1536
ORG Partners
Indiana
$1.01M
BWM
1537
Birchcreek Wealth Management
Ohio
$1.01M
SFSG
1538
Sound Financial Strategies Group
Mississippi
$1.01M
MWS
1539
MFA Wealth Services
California
$1.01M
BTW
1540
Boston Trust Walden
Massachusetts
$1.01M
EWA
1541
Evolution Wealth Advisors
Florida
$1M
SGCA
1542
Steel Grove Capital Advisors
Tennessee
$1M
FAM
1543
Formidable Asset Management
Ohio
$1M
NWM
1544
Nolet Wealth Management
Texas
$998K
GPWA
1545
Great Point Wealth Advisors
Massachusetts
$997K
NAS
1546
NWF Advisory Services
California
$996K
GWANC
1547
Guardian Wealth Advisors (North Carolina)
North Carolina
$992K
AT
1548
American Trust
Kentucky
$988K
STCOSD
1549
Sageworth Trust Company of South Dakota
South Dakota
$986K
WKSWA
1550
White Knight Strategic Wealth Advisors
New Jersey
$979K