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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
SF
2401
Symphony Financial
Texas
$206K
4WM
2402
49 Wealth Management
Texas
$206K
OFO
2403
OneAscent Family Office
Alabama
$206K
MP
2404
McDonald Partners
Ohio
$205K
CFP
2405
Curran Financial Partners
South Carolina
$205K
DW30
2406
Drucker Wealth 3.0
New Jersey
$205K
SF
2407
Strategent Financial
Virginia
$205K
RIP
2408
RAM Investment Partners
Washington
$205K
HNW
2409
High Note Wealth
Minnesota
$204K
BA
2410
Bridgewater Advisors
New York
$204K
WMA
2411
William Mack & Associates
Michigan
$203K
SWGC
2412
Summit Wealth Group (Colorado)
Colorado
$203K
AFA
2413
Avant Financial Advisors
Texas
$203K
FWM
2414
Foguth Wealth Management
Michigan
$203K
OWM
2415
Opes Wealth Management
California
$202K
TWM
2416
Topsail Wealth Management
North Carolina
$202K
GWP
2417
Gen-Wealth Partners
Michigan
$201K
JWM
2418
Jacksonville Wealth Management
Florida
$201K
IWAO
2419
Independence Wealth Advisors (Ohio)
Ohio
$201K
WA
2420
Waystone Advisors
Washington
$201K
SCM
2421
Saxony Capital Management
Missouri
$201K
PWP
2422
Perfromance Wealth Partners
Illinois
$200K
QC
2423
Quent Capital
New York
$198K
SIC
2424
SJS Investment Consulting
Ohio
$193K
DT
2425
DV Trading
Illinois
$192K