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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
NFC
2276
Northstar Financial Companies
Pennsylvania
$249K
MWM
2277
M3 Wealth Management
Ohio
$249K
JFG
2278
Jefferies Financial Group
New York
$248K
WW
2279
Waterfront Wealth
Kansas
$248K
BMWS
2280
Brady Martz Wealth Solutions
North Dakota
$248K
RSEWM
2281
River's Edge Wealth Management
Pennsylvania
$247K
FP
2282
Fiduciary Planning
Florida
$247K
TF
2283
Tenon Financial
New Jersey
$246K
RCP
2284
Rothschild Capital Partners
New York
$246K
SC
2285
Sierra Capital
Florida
$246K
MWA
2286
Monograph Wealth Advisors
California
$246K
PP
2287
Patron Partners
Texas
$246K
BCMLT
2288
Beacon Capital Management LLC (Tennessee)
Tennessee
$246K
BMC
2289
Beaton Management Company
Massachusetts
$245K
BL
2290
BCWM LLC
Kansas
$245K
OC
2291
Opal Capital
Florida
$244K
FA
2292
FSA Advisors
Michigan
$244K
RIP
2293
Reliant Investment Partners
North Carolina
$244K
MHR
2294
Matthew Hamilton Rosenberg
$244K
BEC
2295
Blue Edge Capital
Virginia
$243K
VAMG
2296
Voisard Asset Management Group
Michigan
$242K
WF
2297
WoodTrust Financial
Wisconsin
$242K
SF
2298
Sun Financial
Utah
$242K
BBFA
2299
Brindle & Bay Financial Advisors
Texas
$241K
NI
2300
Natural Investments
California
$241K