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iShares Core S&P Small-Cap ETF

2,718 hedge funds and large institutions have $65.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 1,056 increasing their positions, 1,025 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 343 | Existing positions closed: 96

8% more funds holding

Funds holding: 2,5212,718 (+197)

4% more funds holding in top 10

Funds holding in top 10: 300312 (+12)

1.18% more ownership

Funds ownership: 73.16%74.35% (+1.2%)

7% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $45.3M

5% more capital invested

Capital invested by funds: $62.8B → $65.8B (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,025

Holders
2,718
Holders Change
+197
Holders Change %
+7.81%
% of All Funds
33.07%
Holding in Top 10
312
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+4%
% of All Funds
3.8%
New
343
Increased
1,056
Reduced
1,025
Closed
96
Calls
$48.6M
Puts
$45.3M
Net Calls
+$3.34M
Net Calls Change
-$14M
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
2476
Summit Wealth Group (Colorado)
Colorado
$203K +$202K +1,689 New
AFA
2477
Avant Financial Advisors
Texas
$203K +$202K +1,688 New
FWM
2478
Foguth Wealth Management
Michigan
$203K +$200K +1,671 New
OWM
2479
Opes Wealth Management
California
$202K +$202K +1,685 New
TWM
2480
Topsail Wealth Management
North Carolina
$202K +$239 +2 +0.1%
GWP
2481
Gen-Wealth Partners
Michigan
$201K +$2.99K +25 +2%
JWM
2482
Jacksonville Wealth Management
Florida
$201K +$200K +1,674 New
IWAO
2483
Independence Wealth Advisors (Ohio)
Ohio
$201K +$200K +1,672 New
WA
2484
Waystone Advisors
Washington
$201K +$200K +1,671 New
SCM
2485
Saxony Capital Management
Missouri
$201K -$89.9K -752 -31%
PWP
2486
Perfromance Wealth Partners
Illinois
$200K +$199K +1,665 New
QC
2487
Quent Capital
New York
$198K +$27.5K +230 +16%
VR
2488
Vision Retirement
New Jersey
$194K +$193K +1,617 New
SIC
2489
SJS Investment Consulting
Ohio
$193K +$12.1K +101 +7%
DT
2490
DV Trading
Illinois
$192K +$191K +1,600 New
FG
2491
Fairman Group
Pennsylvania
$191K -$24.5K -205 -11%
BW
2492
Basepoint Wealth
Iowa
$191K +$190K +1,585 New
MWM
2493
MGB Wealth Management
Texas
$185K -$10.6K -89 -5%
JGIA
2494
Jackson Grant Investment Advisers
Connecticut
$185K +$120 +1 +0.1%
RTL
2495
Red Tortoise LLC
Georgia
$181K -$4.19K -35 -2%
AP
2496
Atwood & Palmer
Missouri
$180K +$120 +1 +0.1%
ICM
2497
Islay Capital Management
Texas
$178K
EK
2498
Evensky & Katz
Florida
$176K +$64.3K +538 +58%
EP
2499
Essential Partners
California
$170K
LWMI
2500
Legacy Wealth Management (Idaho)
Idaho
$166K +$3.83K +32 +2%