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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
CD
1576
Capital Developers
North Carolina
$926K
BW
1577
Balance Wealth
Ohio
$925K
TCM
1578
Tufton Capital Management
Maryland
$923K
PCH
1579
PGIM Custom Harvest
New Jersey
$917K
TSW
1580
Three Seasons Wealth
Utah
$917K
CGFA
1581
Colton Groome Financial Advisors
North Carolina
$914K
SVWAG
1582
Sound View Wealth Advisors Group
Georgia
$914K
CL
1583
COWA LLC
Oklahoma
$914K
OFG
1584
Opulen Financial Group
Virginia
$914K
CW
1585
CrossGen Wealth
North Carolina
$914K
BI
1586
BluePrint Investing
California
$913K
BWFA
1587
Baltimore-Washington Financial Advisors
Maryland
$912K
VIA
1588
Victrix Investment Advisors
Florida
$911K
CG
1589
Corundum Group
Colorado
$911K
CIM
1590
Cambria Investment Management
California
$908K
CFA
1591
Camarda Financial Advisors
Florida
$907K
CWM
1592
Centurion Wealth Management
Virginia
$906K
GWM
1593
Greenhouse Wealth Management
Connecticut
$903K
BC
1594
Bowman & Company
Wisconsin
$903K
TPW
1595
Transatlantique Private Wealth
New York
$901K
FG
1596
Foster Group
Iowa
$898K
MCP
1597
Miller Capital Partners
Michigan
$898K
TPW
1598
TL Private Wealth
Texas
$897K
EIA
1599
Edgemoor Investment Advisors
Maryland
$896K
MEAC
1600
M.E. Allison & Co
Texas
$887K