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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
Schroder Investment Management Group
2226
Schroder Investment Management Group
United Kingdom
$294K
WAP
2227
Wealth Analytics Partners
California
$294K
AWM
2228
Aries Wealth Management
Maine
$294K
FCIM
2229
Fairview Capital Investment Management
California
$294K
RCM
2230
Richardson Capital Management
Wisconsin
$293K
WRPWM
2231
Werba Rubin Papier Wealth Management
California
$293K
CI
2232
Ceera Investments
Texas
$293K
T
2233
Tableaux
Massachusetts
$292K
WCG
2234
Weaver Consulting Group
California
$292K
GC
2235
GFG Capital
Florida
$291K
KIM
2236
Kestra Investment Management
Texas
$291K
IAG
2237
Investmark Advisory Group
Connecticut
$291K
PCS
2238
Private Client Services
Kentucky
$289K
CK
2239
Cohen Klingenstein
New York
$288K
AAM
2240
Augustine Asset Management
Florida
$288K
TI
2241
Trexquant Investment
Connecticut
$288K
AWMG
2242
ADG Wealth Management Group
Louisiana
$288K
IF
2243
IRON Financial
Illinois
$287K
DCM
2244
Davidson Capital Management
Texas
$287K
IWC
2245
Infinity Wealth Counsel
Ohio
$286K
BIG
2246
Brookwood Investment Group
Arizona
$286K
AWM
2247
Aberdeen Wealth Management
Illinois
$286K
WG
2248
Welch Group
Alabama
$285K
BZWA
2249
Blue Zone Wealth Advisors
California
$283K
PAMG
2250
Patton Albertson Miller Group
Tennessee
$283K