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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
HCM
1926
Hollencrest Capital Management
California
$487K
DFA
1927
Davies Financial Advisors
California
$486K
CPA
1928
Clear Point Advisors
New York
$485K
GCL
1929
Gouws Capital LLC
North Carolina
$484K
PSA
1930
Plum Street Advisors
Louisiana
$482K
LG
1931
LAM Group
Oregon
$481K
CL
1932
CVFG LLC
Indiana
$480K
VC
1933
Veracity Capital
Georgia
$479K
PIA
1934
Polaris Investment Advisors
Massachusetts
$477K
FPB
1935
First PREMIER Bank
South Dakota
$476K
DWML
1936
Decker Wealth Management LLC
Tennessee
$475K
IIC
1937
Ironwood Investment Counsel
Arizona
$474K
MFP
1938
Meramec Financial Planners
Missouri
$474K
AA
1939
Aufman Associates
Pennsylvania
$474K
FFA
1940
Founders Financial Alliance
North Carolina
$473K
SWM
1941
SeaCrest Wealth Management
New York
$472K
RFG
1942
RFP Financial Group
Georgia
$469K
LF
1943
Lantz Financial
Illinois
$468K
MFG
1944
Mosaic Financial Group
Illinois
$466K
CWA
1945
Clarity Wealth Advisors
California
$465K
VA
1946
Vident Advisory
Georgia
$464K
DSC
1947
Duncker Streett & Co
Missouri
$462K
CFP
1948
Cascade Financial Partners
California
$461K
WMA
1949
West Michigan Advisors
Michigan
$460K
LF
1950
LifeSteps Financial
California
$459K