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iShares Core S&P Small-Cap ETF

2,710 hedge funds and large institutions have $65.4B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 338 funds opening new positions, 1,055 increasing their positions, 1,023 reducing their positions, and 97 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 call options, than puts

Call options by funds: $ | Put options by funds: $

4% more capital invested

Capital invested by funds: $62.8B → $65.4B (+$2.66B)

3% more repeat investments, than reductions

Existing positions increased: 1,055 | Existing positions reduced: 1,023

0.75% more ownership

Funds ownership: 73.16%73.91% (+0.75%)

Holders
2,710
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
311
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
SWA
2201
Strata Wealth Advisors
Texas
$309K
SFG
2202
SNS Financial Group
Minnesota
$309K
LWA
2203
Lifelong Wealth Advisors
Minnesota
$309K
CF
2204
Collier Financial
Colorado
$308K
DWM
2205
DeLarme Wealth Management
California
$307K
FDCP
2206
Foster Dykema Cabot & Partners
Massachusetts
$307K
MA
2207
MJP Associates
Connecticut
$306K
PIA
2208
Pollock Investment Advisors
Michigan
$305K
AIC
2209
Allodium Investment Consultants
Minnesota
$305K
PCMK
2210
Paragon Capital Management (Kansas)
Kansas
$305K
MAG
2211
M3 Advisory Group
Massachusetts
$304K
BAMG
2212
Brand Asset Management Group
Missouri
$303K
PAA
2213
Peregrine Asset Advisers
Oregon
$302K
HPBT
2214
Hickory Point Bank & Trust
Illinois
$301K
RA
2215
Rockingstone Advisors
Massachusetts
$301K
NSAM
2216
North Star Asset Management
Wisconsin
$301K
SP
2217
Sherman Porfolios
Idaho
$301K
MPI
2218
Mairs & Power Inc
Minnesota
$300K
TI
2219
tru Independence
Oregon
$300K
OFS
2220
Orrstown Financial Services
Pennsylvania
$297K
SAM
2221
Strategy Asset Managers
California
$297K
GWS
2222
Glassman Wealth Services
Virginia
$297K
DHC
2223
Drum Hill Capital
Connecticut
$296K
EPA
2224
Element Pointe Advisors
Florida
$296K
IFS
2225
Ifrah Financial Services
Arkansas
$296K