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iShares Core S&P Small-Cap ETF

2,718 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 343 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 (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,025

Holders
2,718
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
NP
201
NorthRock Partners
Minnesota
$33.4M
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$33.3M
GBT
203
Grove Bank & Trust
Florida
$33.3M
RCA
204
Resonant Capital Advisors
Wisconsin
$33M
Lazard Asset Management
205
Lazard Asset Management
New York
$32.8M
HI
206
Hudock Inc
Pennsylvania
$32.5M
FEG
207
Financial Enhancement Group
Indiana
$32.5M
LA
208
Legacy Advisors
Pennsylvania
$32.5M
GC
209
Guidance Capital
Kentucky
$32.3M
PA
210
Pinnacle Associates
New York
$31.5M
FFS
211
Founders Financial Securities
Maryland
$31.5M
HW
212
Hancock Whitney
Mississippi
$31.4M
OC
213
Oakworth Capital
Alabama
$30.9M
MW
214
MBL Wealth
North Carolina
$30.8M
LBC
215
Lowe Brockenbrough & Co
Virginia
$30.8M
AWA
216
Alaska Wealth Advisors
Alaska
$30.5M
HI
217
Horizon Investments
North Carolina
$30.1M
HWM
218
HB Wealth Management
Georgia
$30M
MAM
219
Madison Asset Management
Wisconsin
$30M
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$29.6M
Fiera Capital (Canada)
221
Fiera Capital (Canada)
Quebec, Canada
$29.6M
WIA
222
World Investment Advisors
California
$29.4M
MFG
223
Merit Financial Group
Georgia
$29.4M
VAS
224
Vestmark Advisory Solutions
Massachusetts
$29.2M
SPP
225
Single Point Partners
Massachusetts
$29.2M