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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
RIS
1601
Richmond Investment Services
Wisconsin
$886K
CA
1602
Claro Advisors
Massachusetts
$881K
AWM
1603
Angeles Wealth Management
California
$879K
RLWM
1604
RF&L Wealth Management
Massachusetts
$879K
LIM
1605
Loudon Investment Management
New Hampshire
$877K
SM
1606
Sensible Money
Arizona
$876K
ACA
1607
American Capital Advisory
Idaho
$875K
IP
1608
Ignite Planners
California
$874K
RFW
1609
Redwood Family Wealth
Texas
$869K
DWM
1610
Diversify Wealth Management
Utah
$869K
CPA
1611
Cardiff Park Advisors
California
$868K
TCM
1612
Tanaka Capital Management
New York
$865K
KWA
1613
Kondo Wealth Advisors
California
$865K
WCM
1614
Winthrop Capital Management
Indiana
$859K
LI
1615
LVZ Inc
Michigan
$850K
WOSD
1616
WFA of San Diego
California
$849K
PWM
1617
PTM Wealth Management
United States
$848K
SHFA
1618
SC&H Financial Advisors
Maryland
$845K
PIA
1619
Powell Investment Advisors
Florida
$845K
M
1620
MOTCO
Texas
$844K
TPWM
1621
Twelve Points Wealth Management
Massachusetts
$844K
BC
1622
Barrett & Company
Rhode Island
$843K
WPC
1623
Waters Parkerson & Co
Louisiana
$843K
STB
1624
S&T Bank
Pennsylvania
$843K
ACM
1625
Advisors Capital Management
New Jersey
$842K