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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
3AM
2101
3EDGE Asset Management
Florida
$358K
BL
2102
BFSG LLC
California
$358K
NG
2103
Norden Group
Utah
$358K
PSP
2104
Pacific Sage Partners
Washington
$356K
RRWA
2105
Rainey & Randall Wealth Advisors
Florida
$355K
CG
2106
Cynosure Group
Utah
$354K
WP
2107
WealthPLAN Partners
Nebraska
$354K
LWM
2108
Level Wealth Management
North Carolina
$354K
OWA
2109
Octavia Wealth Advisors
Ohio
$353K
WPW
2110
Watershed Private Wealth
Illinois
$352K
LWP
2111
LMG Wealth Partners
Louisiana
$351K
MCA
2112
Midwest Capital Advisors
Michigan
$351K
TP
2113
Thayer Partners
Pennsylvania
$350K
RIL
2114
Rothschild Investment LLC
Illinois
$349K
PS
2115
Pinney & Scofield
Massachusetts
$349K
RAM
2116
Redmond Asset Management
Virginia
$349K
SCA
2117
Stillwater Capital Advisors
Pennsylvania
$348K
CIC
2118
Chilton Investment Company
Connecticut
$348K
TWM
2119
Tanager Wealth Management
United Kingdom
$347K
BBES
2120
Buffalo Business & Estate Services
New York
$346K
BONH
2121
Bank of New Hampshire
New Hampshire
$346K
IWP
2122
Innova Wealth Partners
Pennsylvania
$346K
AFAS
2123
Acorn Financial Advisory Services
Virginia
$345K
WP
2124
Walleye Partners
Wisconsin
$345K
CWM
2125
Copia Wealth Management
Oregon
$343K