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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
LCWP
1951
Legacy Capital Wealth Partners
Arkansas
$459K
AWA
1952
Acumen Wealth Advisors
Tennessee
$458K
AF
1953
Alerus Financial
North Dakota
$457K
BWP
1954
BlueStem Wealth Partners
Minnesota
$456K
FPL
1955
Fortress Private Ledger
North Carolina
$456K
FFG
1956
Fortune Financial Group
Florida
$454K
SA
1957
Sovran Advisors
California
$454K
MAMG
1958
Milestone Asset Management Group
Connecticut
$453K
RF
1959
Rossby Financial
Florida
$453K
FVCM
1960
F&V Capital Management
Florida
$453K
KL
1961
KWMG LLC
Kansas
$452K
CTWM
1962
Cherry Tree Wealth Management
Minnesota
$451K
AWG
1963
Altus Wealth Group
Colorado
$451K
Millennium Management
1964
Millennium Management
New York
$451K
COFSG
1965
Carbahal Olsen Financial Services Group
California
$450K
DWM
1966
DKM Wealth Management
California
$448K
MCM
1967
McRae Capital Management
New Jersey
$448K
NCM
1968
NCM Capital Management
New Jersey
$448K
T. Rowe Price Associates
1969
T. Rowe Price Associates
Maryland
$448K
HWM
1970
Howard Wealth Management
Connecticut
$447K
PFG
1971
PAX Financial Group
Texas
$447K
OC
1972
Oarsman Capital
Wisconsin
$446K
GAMC
1973
Garner Asset Management Corp
Texas
$445K
TLFA
1974
True Link Financial Advisors
California
$445K
HBCM
1975
Heron Bay Capital Management
Michigan
$443K