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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
TPI
2026
Trust Point Inc
Wisconsin
$405K
GAA
2027
Guardian Asset Advisors
Pennsylvania
$405K
IWN
2028
Independent Wealth Network
Iowa
$404K
SWTS
2029
Stonehaven Wealth & Tax Solutions
Wisconsin
$403K
TC
2030
Truvestments Capital
Florida
$403K
PA
2031
PSI Advisors
Florida
$403K
PWMG
2032
Private Wealth Management Group
New Jersey
$403K
BCM
2033
BTC Capital Management
Iowa
$403K
DIA
2034
Davidson Investment Advisors
Montana
$403K
B
2035
Bensler
Washington
$401K
SCA
2036
Stonebridge Capital Advisors
Minnesota
$401K
SCM
2037
Sage Capital Management
New Jersey
$401K
FM
2038
Foster & Motley
Ohio
$400K
FEG
2039
Fund Evaluation Group
Ohio
$400K
OFS
2040
OneAscent Financial Services
Alabama
$399K
WTB
2041
Washington Trust Bank
Washington
$399K
TAM
2042
TCP Asset Management
Ohio
$398K
EFG
2043
Everest Financial Group
Minnesota
$397K
FFM
2044
Forum Financial Management
Illinois
$397K
RCM
2045
Radnor Capital Management
Pennsylvania
$397K
MFPI
2046
Midwest Financial Partners Investments
Minnesota
$397K
SI
2047
Stirlingshire Investments
New York
$397K
EPW
2048
Endeavor Private Wealth
Kansas
$394K
SWP
2049
SIMA Wealth Partners
Virginia
$393K
FRA
2050
Frank Rimerman Advisors
California
$392K