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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
WPA
2526
Wealth Preservation Advisors
Tennessee
$118K +$8.73K +73 +8%
SA
2527
Seneschal Advisors
Washington
$117K
SC
2528
Stephens Consulting
Michigan
$112K +$12.3K +103 +12%
SG
2529
Sankala Group
Colorado
$112K +$103K +861 New
EPIME
2530
Evelyn Partners Investment Management (Europe)
$108K
MCM
2531
Manchester Capital Management
Vermont
$105K +$8.97K +75 +9%
PP
2532
Pacifica Partners
Canada
$105K -$478 -4 -0.5%
BDPWM
2533
Barnes Dennig Private Wealth Management
Ohio
$102K +$20.9K +175 +26%
BW
2534
Bravera Wealth
North Dakota
$102K +$102K +849 New
PFG
2535
Premier Financial Group
California
$101K -$4.07K -34 -4%
RFA
2536
Reyes Financial Architecture
California
$99K
SHIM
2537
Stone House Investment Management
Pennsylvania
$95.3K -$3.35K -28 -3%
DPW
2538
DiNuzzo Private Wealth
Pennsylvania
$93.7K
GWM
2539
Gilpin Wealth Management
Colorado
$91K +$90.5K +757 New
JFG
2540
JDM Financial Group
Texas
$90.7K
AGWCA
2541
Annis Gardner Whiting Capital Advisors
Florida
$90.1K
BCV
2542
Banque Cantonale Vaudoise
Switzerland
$89K
EWA
2543
Elevate Wealth Advisory
Georgia
$85.9K
LI
2544
LRI Investments
Florida
$85.6K
KFP
2545
Kerr Financial Planning
California
$85.5K -$359 -3 -0.4%
NRWA
2546
North Ridge Wealth Advisors
Oregon
$84.1K
GA
2547
GoalVest Advisory
New York
$84K
HWP
2548
Highline Wealth Partners
California
$83.5K +$17.7K +148 +27%
FF
2549
Frankly Finances
Florida
$82.9K +$82.5K +690 New
RA
2550
Ransom Advisory
Rhode Island
$82.6K +$82.2K +687 New