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iShares Core S&P Small-Cap ETF

2,640 hedge funds and large institutions have $64.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 1,040 increasing their positions, 1,013 reducing their positions, and 95 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: $

3% more capital invested

Capital invested by funds: $62.7B → $64.9B (+$2.17B)

3% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 1,013

0.37% more ownership

Funds ownership: 73.11%73.48% (+0.37%)

Holders
2,640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
303
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
GBT
201
Grove Bank & Trust
Florida
$33.3M
RCA
202
Resonant Capital Advisors
Wisconsin
$33M
Lazard Asset Management
203
Lazard Asset Management
New York
$32.8M
HI
204
Hudock Inc
Pennsylvania
$32.5M
FEG
205
Financial Enhancement Group
Indiana
$32.5M
LA
206
Legacy Advisors
Pennsylvania
$32.5M
GC
207
Guidance Capital
Kentucky
$32.3M
PA
208
Pinnacle Associates
New York
$31.5M
FFS
209
Founders Financial Securities
Maryland
$31.5M
HW
210
Hancock Whitney
Mississippi
$31.4M
OC
211
Oakworth Capital
Alabama
$30.9M
MW
212
MBL Wealth
North Carolina
$30.8M
LBC
213
Lowe Brockenbrough & Co
Virginia
$30.8M
AWA
214
Alaska Wealth Advisors
Alaska
$30.5M
HI
215
Horizon Investments
North Carolina
$30.1M
HWM
216
HB Wealth Management
Georgia
$30M
MAM
217
Madison Asset Management
Wisconsin
$30M
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$29.6M
Fiera Capital (Canada)
219
Fiera Capital (Canada)
Quebec, Canada
$29.6M
MFG
220
Merit Financial Group
Georgia
$29.4M
VAS
221
Vestmark Advisory Solutions
Massachusetts
$29.2M
SPP
222
Single Point Partners
Massachusetts
$29.2M
RRA
223
Round Rock Advisors
Connecticut
$29M
BHWM
224
Bar Harbor Wealth Management
New Hampshire
$28.7M
SC
225
Savant Capital
Illinois
$28.3M