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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
VDC
2301
Van Diest Capital
Iowa
$240K
EA
2302
Eclectic Associates
California
$240K
DSC
2303
Daytona Street Capital
Missouri
$240K
GTAM
2304
Global Trust Asset Management
Florida
$240K
KWM
2305
Koa Wealth Management
California
$239K
KWM
2306
KFG Wealth Management
Indiana
$239K
GWAM
2307
Guardian Wealth Advisors (Minnesota)
Minnesota
$239K
TCOTS
2308
Trust Company of the South
North Carolina
$238K
TFA
2309
Toth Financial Advisory
Virginia
$238K
SW
2310
Solidarity Wealth
Utah
$237K
FMTCOCP
2311
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$237K
PPW
2312
Parcion Private Wealth
Washington
$237K
CPCM
2313
Cardinal Point Capital Management
Ontario, Canada
$236K
MCA
2314
Maryland Capital Advisors
Maryland
$236K
BP
2315
BBR Partners
New York
$236K
OPF
2316
Old Peak Finance
North Carolina
$235K
CBTWT
2317
Community Bank & Trust (Waco, Texas)
Texas
$234K
ZIG
2318
Zullo Investment Group
Pennsylvania
$234K
BOSSRA
2319
B.O.S.S. Retirement Advisors
Utah
$234K
FWP
2320
Falcon Wealth Planning
California
$234K
CCG
2321
Catalina Capital Group
California
$233K
MMHP
2322
Murphy Middleton Hinkle & Parker
Georgia
$233K
PPW
2323
Presilium Private Wealth
Pennsylvania
$232K
VCM
2324
Versant Capital Management
Arizona
$232K
SP
2325
Stablepoint Partners
Massachusetts
$232K