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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
SNB
1676
Security National Bank
Nebraska
$744K
ACM
1677
Ardent Capital Management
Ohio
$743K
LW
1678
Livet Wealth
Utah
$743K
WE
1679
Wealth Effects
Massachusetts
$743K
CFD
1680
Creative Financial Designs
Indiana
$741K
WIA
1681
Wetzel Investment Advisors
Indiana
$738K
RWP
1682
Ridgeline Wealth Planning
Ohio
$735K
TI
1683
Truepoint Inc
Ohio
$730K
EAN
1684
Excelsior Advisor Network
Colorado
$730K
TCWM
1685
Total Clarity Wealth Management
Illinois
$729K
WTA
1686
Washington Trust Advisors
Massachusetts
$728K
RhumbLine Advisers
1687
RhumbLine Advisers
Massachusetts
$727K
EAM
1688
Empirical Asset Management
Massachusetts
$725K
LWPC
1689
Legacy Wealth Partners (Colorado)
Colorado
$721K
MPWS
1690
McCarter Private Wealth Services
Massachusetts
$721K
ES
1691
ETF Store
Kansas
$719K
EPW
1692
Evolve Private Wealth
California
$718K
PFA
1693
Professional Financial Advisors
Nebraska
$716K
MSFS
1694
Main Street Financial Solutions
Pennsylvania
$715K
JC
1695
JB Capital
Connecticut
$714K
CP
1696
Creekside Partners
California
$711K
YIH
1697
Y-Intercept (HK)
Hong Kong
$711K
BFA
1698
Beacon Financial Advisory
Ohio
$709K
MLL
1699
Moody Lynn & Lieberson
Massachusetts
$709K
LCM
1700
Lazari Capital Management
California
$709K