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iShares Core S&P Small-Cap ETF

2,718 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 343 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 (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,025

Holders
2,718
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
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$46M
CI
152
Conning Inc
Connecticut
$45.6M
CTA
153
Chesley Taft & Associates
Illinois
$43.9M
SWM
154
Stockman Wealth Management
Montana
$43.7M
IA
155
IFG Advisors
Missouri
$43.4M
PS
156
Principal Securities
Iowa
$43.4M
CIA
157
Concurrent Investment Advisors
Florida
$43.2M
OCG
158
Opus Capital Group
Ohio
$43.1M
AF
159
Arrow Financial
New York
$42.8M
BP
160
Ballentine Partners
Massachusetts
$42.7M
FAM
161
Frontier Asset Management
Wyoming
$42.4M
PA
162
Planning Alternatives
Michigan
$41.9M
SA
163
Sanctuary Advisors
Indiana
$41.5M
PRA
164
Pine Ridge Advisers
New York
$41.4M
William Blair & Company
165
William Blair & Company
Illinois
$41.4M
FBB
166
Fulton Breakefield Broenniman
Maryland
$40.6M
MA
167
MCF Advisors
Kentucky
$40.5M
FNT
168
First National Trust
Pennsylvania
$40.4M
Principal Financial Group
169
Principal Financial Group
Iowa
$40.4M
PPA
170
Painted Porch Advisors
California
$40.1M
ERWM
171
Elk River Wealth Management
Colorado
$39.9M
EWA
172
EP Wealth Advisors
California
$39.9M
SIC
173
Shoker Investment Counsel
Ohio
$39.8M
AWA
174
Amplius Wealth Advisors
Pennsylvania
$39.3M
SILC
175
Starr Indemnity & Liability Company
New York
$38.6M