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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
LWM
1776
Liberty Wealth Management
California
$635K
TWP
1777
Tyche Wealth Partners
Texas
$633K
FNA
1778
First National Advisers
Nebraska
$632K
MPW
1779
MASECO Private Wealth
$629K
CWP
1780
Cyndeo Wealth Partners
Florida
$628K
TWP
1781
Triad Wealth Partners
Kansas
$628K
MFGM
1782
Marshall Financial Group (Maryland)
Maryland
$628K
GJIA
1783
Glass Jacobson Investment Advisors
Maryland
$627K
FFA
1784
Fortune Financial Advisors
Kansas
$627K
HFS
1785
Haverford Financial Services
Pennsylvania
$626K
VPIM
1786
Vanguard Personalized Indexing Management
California
$626K
FWP
1787
Fiduciary Wealth Partners
Massachusetts
$623K
HP
1788
Holistic Planning
Texas
$622K
SWM
1789
Seaside Wealth Management
California
$620K
CA
1790
Carson Advisory
Georgia
$619K
3IP
1791
3Chopt Investment Partners
Virginia
$619K
FAG
1792
Fortitude Advisory Group
Washington
$618K
TP
1793
TritonPoint Partners
Maryland
$618K
BWL
1794
Bogart Wealth LLC
Virginia
$618K
SCA
1795
Strathmore Capital Advisors
North Carolina
$617K
ACA
1796
Atlas Capital Advisors
Wyoming
$616K
RZH
1797
Relyea Zuckerberg Hanson
Connecticut
$616K
CHAM
1798
Clear Harbor Asset Management
Connecticut
$616K
GT
1799
GreatBanc Trust
Illinois
$615K
TFGT
1800
TS Financial Group (TSFG)
Illinois
$614K