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iShares Core S&P Small-Cap ETF

2,709 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
2,709
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
MWM
2301
MY Wealth Management
Maryland
$260K
CWP
2302
Curated Wealth Partners
California
$260K
PAM
2303
Pegasus Asset Management
New York
$259K
SW
2304
SteelPeak Wealth
California
$258K
BFA
2305
Bill Few Associates
Pennsylvania
$258K
SC
2306
Soundwatch Capital
Connecticut
$258K
GGA
2307
Granite Group Advisors
Connecticut
$258K
SLG
2308
Stanley-Laman Group
Pennsylvania
$257K
D
2309
Dentgroup
Louisiana
$257K
CSB
2310
City State Bank
Iowa
$256K
MP
2311
Moment Partners
California
$256K
SA
2312
SRH Advisors
Kansas
$256K
RWM
2313
Revisor Wealth Management
Ohio
$255K
CT
2314
Clearstead Trust
Maine
$255K
GOCP
2315
Great Oak Capital Partners
Massachusetts
$255K
AEPWM
2316
Atlantic Edge Private Wealth Management
Florida
$254K
FPWM
2317
FSB Premier Wealth Management
Iowa
$253K
OHIS
2318
Oak Harvest Investment Services
Texas
$253K
IIA
2319
ICW Investment Advisors
Arizona
$253K
BOPW
2320
Brandywine Oak Private Wealth
Pennsylvania
$252K
SF
2321
Slagle Financial
Illinois
$251K
LWM
2322
LongView Wealth Management
Georgia
$251K
MFWP
2323
Mosaic Family Wealth Partners
Missouri
$251K
ACS
2324
Archford Capital Strategies
Illinois
$250K
SPWG
2325
Syntegra Private Wealth Group
Missouri
$249K