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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
PCA
1626
Pallas Capital Advisors
Massachusetts
$837K
PVI
1627
Pine Valley Investments
New Jersey
$834K
CAWM
1628
Capital Advisors Wealth Management
Washington
$832K
EFN
1629
Equita Financial Network
Pennsylvania
$832K
M
1630
MATAURO
New York
$827K
LFG
1631
Larson Financial Group
Missouri
$826K
DS
1632
DRW Securities
Illinois
$821K
RIG
1633
RiverFront Investment Group
Virginia
$817K
RFP
1634
Root Financial Partners
California
$815K
WLIM
1635
White Lighthouse Investment Management
Massachusetts
$814K
BLC
1636
Brown, Lisle/Cummings
Rhode Island
$812K
DACG
1637
Donor Advised Charitable Giving
California
$810K
CPP
1638
Capasso Planning Partners
South Carolina
$804K
CFG
1639
Cooper Financial Group
California
$803K
HWM
1640
Horizons Wealth Management
North Carolina
$799K
CNBOF
1641
City National Bank of Florida
Florida
$798K
CFS
1642
Commonwealth Financial Services
West Virginia
$795K
LCM
1643
LVM Capital Management
Michigan
$792K
MWM
1644
Mosley Wealth Management
California
$792K
PFBT
1645
Parkside Financial Bank & Trust
Missouri
$791K
EB
1646
Emprise Bank
Kansas
$791K
SL
1647
SWMG LLC
Texas
$791K
TWM
1648
Trueblood Wealth Management
Ohio
$790K
OFG
1649
Oxford Financial Group
Indiana
$788K
KWM
1650
KMT Wealth Management
California
$786K