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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
FG
2426
Fairman Group
Pennsylvania
$191K
BW
2427
Basepoint Wealth
Iowa
$191K
MWM
2428
MGB Wealth Management
Texas
$185K
JGIA
2429
Jackson Grant Investment Advisers
Connecticut
$185K
RTL
2430
Red Tortoise LLC
Georgia
$181K
AP
2431
Atwood & Palmer
Missouri
$180K
ICM
2432
Islay Capital Management
Texas
$178K
EK
2433
Evensky & Katz
Florida
$176K
LWMI
2434
Legacy Wealth Management (Idaho)
Idaho
$166K
CFO
2435
Cambient Family Office
Michigan
$165K
CFS
2436
CGC Financial Services
Oregon
$162K
LC
2437
Lavaca Capital
Texas
$159K
BHWM
2438
Beaird Harris Wealth Management
Texas
$158K
CCMI
2439
Creative Capital Management Investments
California
$155K
CJ
2440
Caitlin John
Michigan
$149K
LWM
2441
Lodestone Wealth Management
Washington
$148K
GG
2442
Gleason Group
Kentucky
$145K
MCM
2443
Mill Capital Management
North Carolina
$144K
HHGA
2444
Halbert Hargrove Global Advisors
California
$135K
TAM
2445
Tucker Asset Management
Colorado
$135K
GAFA
2446
Garton & Associates Financial Advisors
Kentucky
$132K
RFA
2447
Register Financial Advisors
Georgia
$131K
MFA
2448
Morling Financial Advisors
California
$131K
OSNBOA
2449
Old Second National Bank of Aurora
Illinois
$129K
BA
2450
Ballast Advisors
Minnesota
$128K