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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
SFG
2451
Shum Financial Group
California
$207K
MCCP
2452
Mission Creek Capital Partners
California
$207K
TWM
2453
Triton Wealth Management
Arizona
$207K
SWM
2454
Selective Wealth Management
Virginia
$207K
CVM
2455
Cheviot Value Management
California
$207K
IWM
2456
Integris Wealth Management
California
$207K
SF
2457
Symphony Financial
Texas
$206K
4WM
2458
49 Wealth Management
Texas
$206K
OFO
2459
OneAscent Family Office
Alabama
$206K
MP
2460
McDonald Partners
Ohio
$205K
CFP
2461
Curran Financial Partners
South Carolina
$205K
DW30
2462
Drucker Wealth 3.0
New Jersey
$205K
SF
2463
Strategent Financial
Virginia
$205K
RIP
2464
RAM Investment Partners
Washington
$205K
HNW
2465
High Note Wealth
Minnesota
$204K
BA
2466
Bridgewater Advisors
New York
$204K
WMA
2467
William Mack & Associates
Michigan
$203K
SWGC
2468
Summit Wealth Group (Colorado)
Colorado
$203K
AFA
2469
Avant Financial Advisors
Texas
$203K
FWM
2470
Foguth Wealth Management
Michigan
$203K
OWM
2471
Opes Wealth Management
California
$202K
TWM
2472
Topsail Wealth Management
North Carolina
$202K
GWP
2473
Gen-Wealth Partners
Michigan
$201K
JWM
2474
Jacksonville Wealth Management
Florida
$201K
IWAO
2475
Independence Wealth Advisors (Ohio)
Ohio
$201K