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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
SWM
2326
Sterling Wealth Management
Illinois
$249K
RIA
2327
Rhodes Investment Advisors
Texas
$249K
NFC
2328
Northstar Financial Companies
Pennsylvania
$249K
JFG
2329
Jefferies Financial Group
New York
$248K
WW
2330
Waterfront Wealth
Kansas
$248K
BMWS
2331
Brady Martz Wealth Solutions
North Dakota
$248K
RSEWM
2332
River's Edge Wealth Management
Pennsylvania
$247K
FP
2333
Fiduciary Planning
Florida
$247K
TF
2334
Tenon Financial
New Jersey
$246K
RCP
2335
Rothschild Capital Partners
New York
$246K
SC
2336
Sierra Capital
Florida
$246K
MWA
2337
Monograph Wealth Advisors
California
$246K
PP
2338
Patron Partners
Texas
$246K
BCMLT
2339
Beacon Capital Management LLC (Tennessee)
Tennessee
$246K
BMC
2340
Beaton Management Company
Massachusetts
$245K
BL
2341
BCWM LLC
Kansas
$245K
OC
2342
Opal Capital
Florida
$244K
FA
2343
FSA Advisors
Michigan
$244K
RIP
2344
Reliant Investment Partners
North Carolina
$244K
MHR
2345
Matthew Hamilton Rosenberg
$244K
BEC
2346
Blue Edge Capital
Virginia
$243K
VAMG
2347
Voisard Asset Management Group
Michigan
$242K
WF
2348
WoodTrust Financial
Wisconsin
$242K
SF
2349
Sun Financial
Utah
$242K
BBFA
2350
Brindle & Bay Financial Advisors
Texas
$241K