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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
EP
2126
EPIQ Partners
Minnesota
$343K
WAG
2127
Wallace Advisory Group
California
$342K
WB
2128
Webster Bank
Connecticut
$341K
SWM
2129
Segment Wealth Management
Texas
$341K
CWP
2130
Core Wealth Partners
California
$341K
4A
2131
4Wealth Advisors
Illinois
$341K
WIC
2132
Woodmont Investment Counsel
Tennessee
$341K
IIL
2133
Insight Inv LLC
California
$340K
OL
2134
one8zero8 LLC
North Carolina
$339K
FCH
2135
Freestone Capital Holdings
Washington
$339K
BIG
2136
Brooklyn Investment Group
New York
$337K
DWM
2137
Denver Wealth Management
Colorado
$337K
TRIA
2138
Trail Ridge Investment Advisors
Colorado
$336K
HFA
2139
High Falls Advisors
New York
$335K
EGA
2140
E&G Advisors
Texas
$335K
FAN
2141
Financial Advisors Network
California
$334K
NCG
2142
Newport Capital Group
New Jersey
$334K
VWM
2143
Vermillion Wealth Management
Minnesota
$332K
IWMO
2144
Integrated Wealth Management (Ohio)
Ohio
$332K
OPWM
2145
Oxinas Partners Wealth Management
Indiana
$332K
OWA
2146
Opal Wealth Advisors
New York
$332K
ML
2147
Mayport LLC
Massachusetts
$332K
NIWA
2148
New Insight Wealth Advisors
California
$332K
HCC
2149
Hirtle Callaghan & Co
Pennsylvania
$332K
VAM
2150
Virtue Asset Management
Illinois
$332K