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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
SFP
1801
Strategic Financial Planning
Texas
$614K
TWG
1802
The Wealth Group
Minnesota
$614K
GC
1803
Granville Capital
North Carolina
$612K
GHAM
1804
Gilman Hill Asset Management
Connecticut
$610K
KWM
1805
KW Wealth Management
California
$608K
ST
1806
Somerset Trust
Pennsylvania
$608K
GC
1807
GatePass Capital
Ohio
$604K
LPFG
1808
Landing Point Financial Group
Ohio
$601K
AC
1809
Allstate Corporation
Illinois
$601K
NAS
1810
Nicolet Advisory Services
Wisconsin
$598K
MG
1811
Marex Group
$597K
SSA
1812
Sierra Summit Advisors
Nevada
$596K
LWCFA
1813
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$596K
DKCM
1814
Davidson Kahn Capital Management
California
$595K
PCMF
1815
Private Capital Management (Florida)
Florida
$594K
LOPW
1816
Live Oak Private Wealth
North Carolina
$593K
NRG
1817
Nemes Rush Group
Michigan
$591K
VAG
1818
VisionPoint Advisory Group
Texas
$591K
FP
1819
Financial Perspectives
Minnesota
$590K
SIC
1820
Salem Investment Counselors
North Carolina
$589K
MW
1821
Maia Wealth
Colorado
$589K
FPW
1822
Flywheel Private Wealth
California
$588K
GS
1823
GWN Securities
Florida
$588K
EV
1824
EJMK Ventures
Illinois
$583K
FWM
1825
FMB Wealth Management
California
$582K