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iShares Core S&P Small-Cap ETF

2,644 hedge funds and large institutions have $64.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 1,042 increasing their positions, 1,014 reducing their positions, and 95 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 call options, than puts

Call options by funds: $ | Put options by funds: $

3% more capital invested

Capital invested by funds: $62.8B → $64.9B (+$2.17B)

3% more repeat investments, than reductions

Existing positions increased: 1,042 | Existing positions reduced: 1,014

0.38% more ownership

Funds ownership: 73.13%73.5% (+0.38%)

Holders
2,644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
304
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
AWG
1926
Altus Wealth Group
Colorado
$451K
Millennium Management
1927
Millennium Management
New York
$451K
COFSG
1928
Carbahal Olsen Financial Services Group
California
$450K
DWM
1929
DKM Wealth Management
California
$448K
MCM
1930
McRae Capital Management
New Jersey
$448K
NCM
1931
NCM Capital Management
New Jersey
$448K
T. Rowe Price Associates
1932
T. Rowe Price Associates
Maryland
$448K
HWM
1933
Howard Wealth Management
Connecticut
$447K
PFG
1934
PAX Financial Group
Texas
$447K
OC
1935
Oarsman Capital
Wisconsin
$446K
GAMC
1936
Garner Asset Management Corp
Texas
$445K
TLFA
1937
True Link Financial Advisors
California
$445K
HBCM
1938
Heron Bay Capital Management
Michigan
$443K
OCM
1939
Orleans Capital Management
Louisiana
$443K
AA
1940
Ashford Advisors
New York
$443K
AG
1941
AmeriFlex Group
Nevada
$442K
WAG
1942
Wiser Advisor Group
Arizona
$441K
ST
1943
Sentinel Trust
Texas
$441K
HZ
1944
Hixon Zuercher
Ohio
$439K
SL
1945
Sentry LLC
Tennessee
$433K
XT
1946
XTX Topco
Cayman Islands
$432K
GFG
1947
Greystone Financial Group
Michigan
$432K
TAFW
1948
Tred Avon Family Wealth
Maryland
$432K
KIA
1949
KCM Investment Advisors
California
$430K
CWP
1950
CFM Wealth Partners
Texas
$430K