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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
RBC
1751
Roble Belko & Company
Pennsylvania
$666K
HA
1752
HFG Advisors
Ohio
$665K
CAMG
1753
CWA Asset Management Group
Florida
$664K
GF
1754
GGM Financials
Ohio
$662K
BRPW
1755
Ballast Rock Private Wealth
South Carolina
$662K
PRAG
1756
Portfolio Resources Advisor Group
Florida
$661K
SL
1757
SFM LLC
New Hampshire
$660K
RWA
1758
River Wealth Advisors
Pennsylvania
$659K
ARA
1759
Alexander Randolph Advisory
Virginia
$658K
CP
1760
Clarendon Private
Massachusetts
$656K
SAM
1761
SP Asset Management
California
$654K
IWS
1762
Insight Wealth Strategies
California
$653K
2WWM
1763
21 West Wealth Management
California
$653K
LL
1764
LPWM LLC
Minnesota
$653K
S
1765
Sunpointe
Missouri
$648K
GIPW
1766
Granite Islands Private Wealth
Connecticut
$648K
CAM
1767
Costello Asset Management
Pennsylvania
$646K
KFAS
1768
Keating Financial Advisory Services
Kansas
$645K
AIM
1769
Alhambra Investment Management
Florida
$643K
HPM
1770
Hoxton Planning & Management
West Virginia
$642K
JHCP
1771
Jackson Hole Capital Partners
Oklahoma
$642K
WAL
1772
W Advisors LLC
Tennessee
$642K
AFP
1773
Arnold Financial Planning
Iowa
$638K
CWGL
1774
Cedrus Wealth Group LLC
Minnesota
$638K
PFW
1775
Petros Family Wealth
Minnesota
$637K