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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
RW
1701
Rockport Wealth
Ohio
$708K
MWM
1702
McNaughton Wealth Management
California
$707K
MWA
1703
Meridian Wealth Advisors
Texas
$706K
AWA
1704
Argos Wealth Advisors
California
$706K
FHC
1705
First Heartland Consultants
Missouri
$705K
AA
1706
Advisory Alpha
Michigan
$705K
DFG
1707
Dupree Financial Group
Kentucky
$703K
LNB
1708
Ledyard National Bank
$702K
YWM
1709
Yukon Wealth Management
Kansas
$701K
DWM
1710
Daner Wealth Management
Georgia
$700K
IIA
1711
Integral Investment Advisors
California
$700K
MWA
1712
Motive Wealth Advisors
Michigan
$699K
KA
1713
Kearns & Associates
California
$698K
GAG
1714
GM Advisory Group
New York
$698K
MSG
1715
Main Street Group
Virginia
$696K
JCM
1716
Janney Capital Management
Pennsylvania
$696K
BA
1717
Brightwater Advisory
Florida
$696K
KW
1718
Keyvantage Wealth
Pennsylvania
$695K
AAMA
1719
Advanced Asset Management Advisors
Ohio
$695K
DSA
1720
Droms Strauss Advisors
Missouri
$691K
CPG
1721
Cornerstone Planning Group
New Jersey
$691K
OWA
1722
Outlook Wealth Advisors
Texas
$690K
HPA
1723
High Probability Advisors
New York
$689K
CCM
1724
Crew Capital Management
Ohio
$689K
CBT
1725
Crews Bank & Trust
Florida
$688K