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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
AWM
1726
Adams Wealth Management
Utah
$687K
CI
1727
CacheTech Inc
Utah
$687K
STA
1728
Shade Tree Advisors
New York
$685K
BFG
1729
Bouchey Financial Group
New York
$685K
HA
1730
Helium Advisors
Washington
$684K
BCM
1731
Brookmont Capital Management
Texas
$684K
GA
1732
Greenspring Advisors
Maryland
$683K
AWA
1733
Alta Wealth Advisors
Massachusetts
$682K
Invesco
1734
Invesco
Georgia
$680K
SEEDPG
1735
S.E.E.D. Planning Group
New York
$680K
OPAM
1736
Ocean Park Asset Management
California
$680K
ME
1737
McIlrath & Eck
Washington
$678K
PTC
1738
Philadelphia Trust Company
Pennsylvania
$676K
AGC
1739
August Group Capital
$675K
AAG
1740
Armstrong Advisory Group
Massachusetts
$675K
AIS
1741
American Investment Services
Massachusetts
$673K
SFGP
1742
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$672K
FWI
1743
Facet Wealth Inc
Maryland
$672K
I
1744
InvesTrust
Oklahoma
$671K
AIFAIM
1745
American Institute for Advanced Investment Management
Arizona
$670K
CB
1746
CNB Bank
Pennsylvania
$670K
CA
1747
COFG Advisors
Illinois
$669K
EB
1748
Exchange Bank
California
$668K
VA
1749
VestGen Advisors
Illinois
$668K
HWA
1750
Hillcrest Wealth Advisors
New Jersey
$667K