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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
CFO
2501
Cambient Family Office
Michigan
$165K +$164K +1,375 New
CFS
2502
CGC Financial Services
Oregon
$162K
CWMS
2503
CFG Wealth Management Services
Indiana
$162K +$161K +1,346 New
LC
2504
Lavaca Capital
Texas
$159K
BHWM
2505
Beaird Harris Wealth Management
Texas
$158K +$20.3K +170 +15%
WA
2506
Walsh & Associates
Florida
$157K +$157K +1,309 New
CCMI
2507
Creative Capital Management Investments
California
$155K +$2.15K +18 +1%
CJ
2508
Caitlin John
Michigan
$149K -$1.32K -11 -0.9%
LWM
2509
Lodestone Wealth Management
Washington
$148K +$147K +1,231 New
GG
2510
Gleason Group
Kentucky
$145K +$141K +1,178 +4,207%
MCM
2511
Mill Capital Management
North Carolina
$144K +$144K +1,200 New
RAM
2512
Reflection Asset Management
South Carolina
$136K +$132K +1,104 New
HHGA
2513
Halbert Hargrove Global Advisors
California
$135K -$1.79K -15 -1%
TAM
2514
Tucker Asset Management
Colorado
$135K
GAFA
2515
Garton & Associates Financial Advisors
Kentucky
$132K +$131K +1,099 New
RFA
2516
Register Financial Advisors
Georgia
$131K -$3.35K -28 -3%
MFA
2517
Morling Financial Advisors
California
$131K -$1.2K -10 -0.9%
RRA
2518
Red Reef Advisors
Florida
$129K +$128K +1,074 New
OSNBOA
2519
Old Second National Bank of Aurora
Illinois
$129K +$17.8K +149 +16%
BA
2520
Ballast Advisors
Minnesota
$128K -$35.9K -300 -22%
AA
2521
Addison Advisors
Vermont
$127K
CCG
2522
Ceeto Capital Group
Florida
$125K
HWA
2523
HHM Wealth Advisors
Tennessee
$123K
PWMG
2524
Prestige Wealth Management Group
New Jersey
$122K +$121K +1,014 New
POIA
2525
Pin Oak Investment Advisors
Texas
$120K