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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
CA
1551
Calton & Associates
Florida
$974K
OCM
1552
Objective Capital Management
Ohio
$971K
SHJ
1553
Sharkey, Howes & Javer
Colorado
$968K
MFT
1554
Moisand Fitzgerald Tamayo
Florida
$967K
PSF
1555
Pacific Sun Financial
California
$967K
GKWIM
1556
Gerber Kawasaki Wealth & Investment Management
California
$967K
FFA
1557
First Foundation Advisors
California
$960K
VAG
1558
Vannoy Advisory Group
Texas
$957K
1IA
1559
1834 Investment Advisors
Wisconsin
$952K
IA
1560
Insight Advisors
Pennsylvania
$951K
PA
1561
Probity Advisors
Texas
$951K
TIM
1562
Thompson Investment Management
Wisconsin
$949K
PWP
1563
Phillips Wealth Planners
Mississippi
$946K
MGWM
1564
Marks Group Wealth Management
Minnesota
$945K
FB
1565
First Bancorp
Maine
$938K
TPA
1566
Trivium Point Advisory
Connecticut
$938K
OCM
1567
Orion Capital Management
California
$938K
PWA
1568
Pitcairn Wealth Advisors
Pennsylvania
$937K
EMAM
1569
Encompass More Asset Management
California
$935K
ISFAN
1570
Investor's Fiduciary Advisor Network
Washington
$935K
PHWA
1571
Petersen Hastings Wealth Advisors
Washington
$933K
HWM
1572
Hohimer Wealth Management
Washington
$930K
SCG
1573
Sonata Capital Group
Washington
$929K
BAM
1574
Berkshire Asset Management
Pennsylvania
$928K
ZBNA
1575
Zions Bancorporation, National Association
Utah
$928K