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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
HFS
2351
Heritage Financial Services
Massachusetts
$223K
IP
2352
Isthmus Partners
Wisconsin
$223K
PWS
2353
Proactive Wealth Strategies
Georgia
$223K
MCM
2354
Morton Capital Management
California
$222K
AWM
2355
Arista Wealth Management
Nevada
$222K
PWM
2356
Partners Wealth Management
California
$222K
SO
2357
Sierra Ocean
California
$221K
MFG
2358
MidWestOne Financial Group
Iowa
$221K
BI
2359
Breachway Investments
Rhode Island
$221K
PSB
2360
Piscataqua Savings Bank
New Hampshire
$221K
GFA
2361
Gallagher Fiduciary Advisors
Illinois
$220K
JC
2362
Jacobs & Co
California
$220K
MPIA
2363
Milestones Private Investment Advisors
New York
$220K
JSA
2364
Jim Saulnier & Associates
Colorado
$220K
FFC
2365
First Financial Corp
Indiana
$218K
IWA
2366
Inspirion Wealth Advisors
Illinois
$218K
PWP
2367
Prasad Wealth Partners
Ohio
$218K
SWM
2368
Steinberganna Wealth Management
New York
$217K
MFS
2369
Madrona Financial Services
Washington
$216K
PFA
2370
Perryman Financial Advisory
Texas
$216K
NB
2371
Northwest Bancshares
Pennsylvania
$216K
WWM
2372
Whalen Wealth Management
Nevada
$216K
Bank Julius Baer & Co
2373
Bank Julius Baer & Co
Switzerland
$215K
TVM
2374
True Vision MN
Minnesota
$215K
PCM
2375
Princeton Capital Management
New Jersey
$215K