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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
PPW
2376
Presilium Private Wealth
Pennsylvania
$232K
VCM
2377
Versant Capital Management
Arizona
$232K
SP
2378
Stablepoint Partners
Massachusetts
$232K
BWP
2379
Bernardo Wealth Planning
Pennsylvania
$232K
BWM
2380
BCGM Wealth Management
Indiana
$231K
VWA
2381
Valued Wealth Advisors
Utah
$231K
IP
2382
Investment Partners
Ohio
$230K
FC
2383
FCA Corp
Texas
$229K
CAM
2384
Carret Asset Management
New York
$229K
PP
2385
PDS Planning
Ohio
$229K
CAM
2386
Capital Asset Management
Colorado
$229K
KFA
2387
Kapstone Financial Advisors
Ohio
$229K
IBOK
2388
Independence Bank of Kentucky
Kentucky
$229K
WLPWM
2389
Walled Lake Planning & Wealth Management
Illinois
$228K
DLCIG
2390
D.L. Carlson Investment Group
New Hampshire
$228K
MO
2391
McMillan Office
Michigan
$228K
WFA
2392
Wells Financial Advisors
Massachusetts
$228K
LCG
2393
Lakeshore Capital Group
Illinois
$227K
NIM
2394
Nicollet Investment Management
Minnesota
$227K
APWA
2395
Atlas Private Wealth Advisors
New Jersey
$226K
AWP
2396
Ascent Wealth Partners
New York
$226K
LF
2397
LifePlan Financial
Minnesota
$225K
HFS
2398
Hughes Financial Services
Virginia
$225K
LB
2399
Legacy Bridge
Iowa
$225K
SA
2400
SPWM Advisors
Michigan
$224K