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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
PCA
1851
Peddock Capital Advisors
Massachusetts
$553K
LFG
1852
Lazard Frères Gestion
France
$553K
QP
1853
Quartz Partners
New York
$553K
FI
1854
Financial Insights
Washington
$552K
TC
1855
Trust Company
Kansas
$550K
WJWM
1856
Williams Jones Wealth Management
New York
$550K
FC
1857
Financial Council
Maryland
$549K
7WCP
1858
71 West Capital Partners
Massachusetts
$549K
DP
1859
DDD Partners
Washington
$548K
BB
1860
Berkshire Bank
Massachusetts
$547K
SVWG
1861
Shared Vision Wealth Group
United States
$544K
TCM
1862
Tassel Capital Management
North Carolina
$543K
PFG
1863
Pinnacle Financial Group
Illinois
$542K
BWP
1864
BSW Wealth Partners
Colorado
$542K
DA
1865
Doliver Advisors
Texas
$540K
SFAM
1866
Sawyer Falduto Asset Management
Illinois
$540K
SIM
1867
Studio Investment Management
Illinois
$539K
SAM
1868
Synergy Asset Management
Washington
$539K
WAG
1869
Winthrop Advisory Group
Massachusetts
$538K
CAM
1870
Clark Asset Management
New Hampshire
$536K
CCWM
1871
Correct Capital Wealth Management
Missouri
$536K
WHG
1872
Westwood Holdings Group
Texas
$536K
SWA
1873
Strategies Wealth Advisors
Michigan
$536K
SAM
1874
S.A. Mason
Michigan
$535K
HCMG
1875
Howard Capital Management Group
California
$535K