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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
MMPW
2276
Mitchell McLeod Pugh & Williams
Alabama
$272K
FFP
2277
Frisco Financial Planning
Texas
$272K
WB
2278
West Bancorporation
Iowa
$271K
HGWM
2279
Horst & Graben Wealth Management
Oregon
$271K
BWM
2280
Briggs Wealth Management
Connecticut
$269K
SCM
2281
Schnieders Capital Management
California
$268K
NWA
2282
Navis Wealth Advisors
New York
$267K
DI
2283
DDFG Inc
California
$266K
CB
2284
Chris Bulman
California
$266K
SF
2285
Steffes Financial
Kansas
$266K
IRAG
2286
Investment Research & Advisory Group
Georgia
$265K
CFM
2287
Cornerstone Financial Management
Massachusetts
$265K
KCP
2288
Kera Capital Partners
California
$264K
EFG
2289
Everhart Financial Group
Ohio
$264K
SFA
2290
Souders Financial Advisors
Ohio
$263K
CW
2291
Channel Wealth
California
$263K
PG
2292
Patten Group
Tennessee
$262K
SP
2293
Successful Portfolios
Florida
$262K
S
2294
Sachetta
Massachusetts
$262K
TSMHT
2295
Thurston Springer Miller Herd & Titak
Indiana
$261K
CCA
2296
Cypress Capital Advisors
Tennessee
$261K
TPWA
2297
Twin Peaks Wealth Advisors
California
$261K
PBF
2298
Petix & Botte Financial
California
$260K
HFS
2299
Hantz Financial Services
Michigan
$260K
RA
2300
Ruggaard & Associates
Ohio
$260K