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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
EWM
1901
EPG Wealth Management
Georgia
$510K
PWS
1902
Peloton Wealth Strategists
Indiana
$509K
FI
1903
FWG Investments
Kentucky
$509K
PHIC
1904
Pine Haven Investment Counsel
Massachusetts
$508K
AFO
1905
Allie Family Office
Florida
$508K
NP
1906
Nilsine Partners
Colorado
$505K
MWA
1907
Medallion Wealth Advisors
Connecticut
$504K
LRIA
1908
Leonard Rickey Investment Advisors
Washington
$504K
NA
1909
Nautilus Advisors
California
$504K
COCM
1910
Charter Oak Capital Management
New Hampshire
$502K
TPF
1911
Tribridge Partners Financial
Maryland
$500K
CWM
1912
Concentrum Wealth Management
California
$500K
DQRIM
1913
Dale Q Rice Investment Management
Washington
$499K
KA
1914
Kooman & Associates
Pennsylvania
$498K
HWA
1915
HighRoad Wealth Advisors
Oregon
$496K
TNB
1916
Thomasville National Bank
Georgia
$496K
SAS
1917
Stelac Advisory Services
New York
$496K
SBWIC
1918
Schaper Benz & Wise Investment Counsel
Wisconsin
$496K
E
1919
Evansbrook
Illinois
$496K
KWS
1920
Keystone Wealth Services
California
$496K
BCA
1921
Ballentine Capital Advisors
South Carolina
$493K
NFG
1922
Northbridge Financial Group
Florida
$492K
BWM
1923
BAM Wealth Management
Colorado
$491K
AP
1924
Appleton Partners
Massachusetts
$491K
DF
1925
Downshift Financial
Colorado
$487K