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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
AA
2451
Addison Advisors
Vermont
$127K
CCG
2452
Ceeto Capital Group
Florida
$125K
HWA
2453
HHM Wealth Advisors
Tennessee
$123K
PWMG
2454
Prestige Wealth Management Group
New Jersey
$122K
POIA
2455
Pin Oak Investment Advisors
Texas
$120K
WPA
2456
Wealth Preservation Advisors
Tennessee
$118K
SA
2457
Seneschal Advisors
Washington
$117K
SC
2458
Stephens Consulting
Michigan
$112K
EPIME
2459
Evelyn Partners Investment Management (Europe)
$108K
MCM
2460
Manchester Capital Management
Vermont
$105K
PP
2461
Pacifica Partners
Canada
$105K
BDPWM
2462
Barnes Dennig Private Wealth Management
Ohio
$102K
PFG
2463
Premier Financial Group
California
$101K
RFA
2464
Reyes Financial Architecture
California
$99K
SHIM
2465
Stone House Investment Management
Pennsylvania
$95.3K
DPW
2466
DiNuzzo Private Wealth
Pennsylvania
$93.7K
GWM
2467
Gilpin Wealth Management
Colorado
$91K
JFG
2468
JDM Financial Group
Texas
$90.7K
AGWCA
2469
Annis Gardner Whiting Capital Advisors
Florida
$90.1K
BCV
2470
Banque Cantonale Vaudoise
Switzerland
$89K
EWA
2471
Elevate Wealth Advisory
Georgia
$85.9K
LI
2472
LRI Investments
Florida
$85.6K
KFP
2473
Kerr Financial Planning
California
$85.5K
NRWA
2474
North Ridge Wealth Advisors
Oregon
$84.1K
GA
2475
GoalVest Advisory
New York
$84K