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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
B
1826
Bayban
Minnesota
$581K
SFO
1827
Stokes Family Office
Louisiana
$580K
MA
1828
Modus Advisors
Minnesota
$579K
PP
1829
Postrock Partners
Oregon
$577K
PCA
1830
Prosperity Capital Advisors
Ohio
$576K
BWM
1831
BCS Wealth Management
Tennessee
$573K
SWM
1832
SFG Wealth Management
Maryland
$571K
PP
1833
Patten & Patten
Tennessee
$571K
ULWM
1834
Upper Left Wealth Management
Florida
$569K
AA
1835
Argent Advisors
Louisiana
$568K
LWM
1836
Lakeridge Wealth Management
Ohio
$567K
CCT
1837
Capital City Trust
Florida
$567K
GPWM
1838
Grant Private Wealth Management
California
$565K
BF
1839
Bonfire Financial
Colorado
$564K
JWM
1840
JGP Wealth Management
Oregon
$564K
NSIM
1841
North Star Investment Management
Illinois
$563K
CIAS
1842
CBIZ Investment Advisory Services
Ohio
$562K
CF
1843
Claris Financial
Virginia
$562K
FF
1844
Finley Financial
Nevada
$560K
First Trust Advisors
1845
First Trust Advisors
Illinois
$559K
GWM
1846
GDS Wealth Management
Texas
$559K
RPCA
1847
Running Point Capital Advisors
California
$558K
HVIA
1848
Hudson Valley Investment Advisors
New York
$557K
WCM
1849
WealthBridge Capital Management
Ohio
$556K
C1AG
1850
Client 1st Advisory Group
Florida
$555K