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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
MSWMA
2051
Market Street Wealth Management Advisors
Indiana
$390K
DWM
2052
Darwin Wealth Management
Florida
$388K
PFA
2053
Portland Financial Advisors
New York
$388K
LCAM
2054
London & Capital Asset Management
United Kingdom
$387K
MCM
2055
Mitchell Capital Management
Kansas
$385K
TW
2056
Traveka Wealth
California
$384K
SIM
2057
Sterling Investment Management
Arizona
$384K
IPAM
2058
Investment Partners Asset Management
New Jersey
$384K
TFM
2059
Trademark Financial Management
Minnesota
$381K
WCM
2060
Weaver Capital Management
Georgia
$381K
CWM
2061
Collaborative Wealth Management
Florida
$381K
AWA
2062
Arbor Wealth Advisors
Michigan
$380K
LEA
2063
Legacy Edge Advisors
New York
$380K
CWM
2064
Castle Wealth Management
Florida
$380K
NCM
2065
Northside Capital Management
Oregon
$380K
NEPWA
2066
New England Private Wealth Advisors
Massachusetts
$379K
LC
2067
Lawood & Co
Pennsylvania
$379K
HAP
2068
Harbor Asset Planning
Massachusetts
$379K
CC
2069
Clearwave Capital
California
$378K
KWM
2070
Kaydan Wealth Management
Michigan
$378K
FFL
2071
Financial Freedom LLC
Ohio
$377K
JBA
2072
Johnson Bixby & Associates
Washington
$376K
EWM
2073
Elevatus Welath Management
New York
$375K
CA
2074
CGN Advisors
Kansas
$375K
WWC
2075
Waypoint Wealth Counsel
Georgia
$375K