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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
BH
2176
Burk Holdings
Oklahoma
$319K
HSG
2177
Helen Stephens Group
Texas
$318K
KCM
2178
Kendall Capital Management
Maryland
$318K
VHAM
2179
Van Hulzen Asset Management
California
$316K
SFS
2180
Stiles Financial Services
Minnesota
$316K
SIAG
2181
Signet Investment Advisory Group
Rhode Island
$315K
SEP
2182
Southland Equity Partners
Missouri
$315K
JWS
2183
Juncture Wealth Strategies
Arizona
$315K
CRI
2184
Colonial River Investments
Virginia
$315K
MW
2185
Members Wealth
Pennsylvania
$315K
SAM
2186
Seelaus Asset Management
New Jersey
$315K
CAG
2187
Curtis Advisory Group
California
$314K
GHA
2188
Good Harbor Advisors
Massachusetts
$314K
IWP
2189
IAG Wealth Partners
Wisconsin
$314K
WAG
2190
Wilkerson Advisory Group
Missouri
$314K
GSIAS
2191
Garden State Investment Advisory Services
New Jersey
$313K
ORC
2192
O'Rourke & Company
Massachusetts
$313K
BDFN
2193
Bond & Devick Financial Network
Minnesota
$313K
RWM
2194
Riverbend Wealth Management
South Carolina
$313K
ECM
2195
Elgethun Capital Management
South Dakota
$313K
CFG
2196
Compass Financial Group
Ohio
$312K
CIM
2197
Capital Investment Management
Missouri
$312K
SJGA
2198
Stephen J. Garry & Associates
New York
$312K
E3F
2199
Eight 31 Financial
Texas
$312K
HGA
2200
Hobbs Group Advisors
South Carolina
$312K