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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
NPAN
2401
Northeast Planning Associates NH
New Hampshire
$224K
KF
2402
Krilogy Financial
Missouri
$224K
LIA
2403
LS Investment Advisors
Michigan
$224K
4WM
2404
4J Wealth Management
Virginia
$224K
HFS
2405
Heritage Financial Services
Massachusetts
$223K
IP
2406
Isthmus Partners
Wisconsin
$223K
PWS
2407
Proactive Wealth Strategies
Georgia
$223K
OAG
2408
Oakmont Advisory Group
New Mexico
$223K
MCM
2409
Morton Capital Management
California
$222K
AWM
2410
Arista Wealth Management
Nevada
$222K
PWM
2411
Partners Wealth Management
California
$222K
SO
2412
Sierra Ocean
California
$221K
MFG
2413
MidWestOne Financial Group
Iowa
$221K
BI
2414
Breachway Investments
Rhode Island
$221K
PSB
2415
Piscataqua Savings Bank
New Hampshire
$221K
GFA
2416
Gallagher Fiduciary Advisors
Illinois
$220K
JC
2417
Jacobs & Co
California
$220K
MPIA
2418
Milestones Private Investment Advisors
New York
$220K
JSA
2419
Jim Saulnier & Associates
Colorado
$220K
FFC
2420
First Financial Corp
Indiana
$218K
IWA
2421
Inspirion Wealth Advisors
Illinois
$218K
PWP
2422
Prasad Wealth Partners
Ohio
$218K
SWM
2423
Steinberganna Wealth Management
New York
$217K
MFS
2424
Madrona Financial Services
Washington
$216K
PFA
2425
Perryman Financial Advisory
Texas
$216K