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iShares Core S&P Small-Cap ETF

2,640 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 296 funds opening new positions, 1,040 increasing their positions, 1,013 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: $62.7B → $64.9B (+$2.17B)

3% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 1,013

0.37% more ownership

Funds ownership: 73.11%73.48% (+0.37%)

Holders
2,640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
303
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
FFBTD
176
First Financial Bank - Trust Division
Ohio
$37.9M
Citadel Advisors
177
Citadel Advisors
Florida
$37.7M
BCI
178
Brinker Capital Investments
Pennsylvania
$37.5M
ASN
179
Advisory Services Network
Georgia
$37M
AWE
180
Avidian Wealth Enterprises
Texas
$37M
MFG
181
Magnus Financial Group
New York
$36.9M
FFA
182
Fi3 Financial Advisors
Indiana
$36.3M
CFO
183
Colony Family Offices
North Carolina
$36.3M
CCFCSB
184
Cape Cod Five Cents Savings Bank
Massachusetts
$36.2M
WTC
185
WhitTier Trust Company
Nevada
$36.1M
VFA
186
Voya Financial Advisors
Connecticut
$35.9M
FTWA
187
Fifth Third Wealth Advisors
Ohio
$35.2M
GLLW
188
Graves Light Lenhart Wealth
Virginia
$35.2M
OC
189
Oppenheimer & Co
New York
$35.2M
CWM
190
Calamos Wealth Management
Illinois
$34.8M
VA
191
Valmark Advisers
Ohio
$34.6M
RFA
192
RTD Financial Advisors
Pennsylvania
$34.3M
TC
193
Trilogy Capital
California
$34.1M
CIA
194
Capital Investment Advisors
Georgia
$33.9M
AFG
195
Albion Financial Group
Utah
$33.9M
SFS
196
Summit Financial Strategies
Ohio
$33.8M
WAM
197
Wallington Asset Management
Indiana
$33.6M
ATPW
198
Ashton Thomas Private Wealth
Arizona
$33.6M
NP
199
NorthRock Partners
Minnesota
$33.4M
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$33.3M