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iShares Core S&P Small-Cap ETF

2,640 hedge funds and large institutions have $64.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 1,040 increasing their positions, 1,013 reducing their positions, and 95 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 call options, than puts

Call options by funds: $ | Put options by funds: $

3% more capital invested

Capital invested by funds: $62.7B → $64.9B (+$2.17B)

3% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 1,013

0.37% more ownership

Funds ownership: 73.11%73.48% (+0.37%)

Holders
2,640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
303
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
CI
151
Conning Inc
Connecticut
$45.6M
CTA
152
Chesley Taft & Associates
Illinois
$43.9M
SWM
153
Stockman Wealth Management
Montana
$43.7M
IA
154
IFG Advisors
Missouri
$43.4M
PS
155
Principal Securities
Iowa
$43.4M
CIA
156
Concurrent Investment Advisors
Florida
$43.2M
OCG
157
Opus Capital Group
Ohio
$43.1M
AF
158
Arrow Financial
New York
$42.8M
BP
159
Ballentine Partners
Massachusetts
$42.7M
FAM
160
Frontier Asset Management
Wyoming
$42.4M
PA
161
Planning Alternatives
Michigan
$41.9M
SA
162
Sanctuary Advisors
Indiana
$41.5M
PRA
163
Pine Ridge Advisers
New York
$41.4M
William Blair & Company
164
William Blair & Company
Illinois
$41.4M
FBB
165
Fulton Breakefield Broenniman
Maryland
$40.6M
MA
166
MCF Advisors
Kentucky
$40.5M
FNT
167
First National Trust
Pennsylvania
$40.4M
Principal Financial Group
168
Principal Financial Group
Iowa
$40.4M
ERWM
169
Elk River Wealth Management
Colorado
$39.9M
EWA
170
EP Wealth Advisors
California
$39.9M
SIC
171
Shoker Investment Counsel
Ohio
$39.8M
AWA
172
Amplius Wealth Advisors
Pennsylvania
$39.3M
SILC
173
Starr Indemnity & Liability Company
New York
$38.6M
JWA
174
JFS Wealth Advisors
Pennsylvania
$38.3M
ODIJL
175
One Day In July LLC
Vermont
$38.2M