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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
VPF
2151
Vantage Point Financial
Illinois
$332K
CCA
2152
Clarity Capital Advisors
Florida
$331K
FM
2153
Family Management
New York
$331K
GL
2154
Gerber LLC
Ohio
$329K
BWP
2155
Baldwin Wealth Partners
Massachusetts
$329K
RCM
2156
RMR Capital Management
California
$328K
SRC
2157
Sage Rhino Capital
California
$327K
SGFG
2158
Silver Grove Financial Group
New York
$327K
IWS
2159
Integrity Wealth Solutions
Colorado
$326K
Loomis, Sayles & Company
2160
Loomis, Sayles & Company
Massachusetts
$326K
DBRC
2161
D.B. Root & Company
Pennsylvania
$325K
ECA
2162
Elevated Capital Advisors
Utah
$325K
SCM
2163
Stonehearth Capital Management
Massachusetts
$325K
SEM
2164
Strategic Equity Management
Arizona
$324K
GW
2165
Graetz Wealth
Michigan
$324K
RFW
2166
Rainier Family Wealth
Washington
$324K
BWA
2167
Blodgett Wealth Advisors
California
$324K
FA
2168
FF Advisors
California
$324K
DWM
2169
Dopkins Wealth Management
New York
$323K
HWA
2170
Heritage Wealth Architects
Minnesota
$323K
CFGW
2171
Chancellor Financial Group WB
Pennsylvania
$322K
BPFA
2172
Barnes Pettey Financial Advisors
Mississippi
$321K
RIM
2173
Rockbridge Investment Management
New York
$321K
CL
2174
CIM LLC
New York
$320K
PFM
2175
Potomac Fund Management
Florida
$319K