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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
IWMWV
326
Ironwood Wealth Management (West Virginia)
West Virginia
$19.8M -$810K -6,776 -4%
BSSFA
327
Baron Silver Stevens Financial Advisors
Florida
$19.7M -$407K -3,405 -2%
JSW
328
Journey Strategic Wealth
New Jersey
$19.7M -$160K -1,338 -0.8%
CPIG
329
Chicago Partners Investment Group
Illinois
$19.6M +$208K +1,736 +1%
GIM
330
Goelzer Investment Management
Indiana
$19.6M +$17.9K +150 +0.1%
CCWA
331
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.6M -$75.9K -635 -0.4%
FA
332
Fiduciary Alliance
South Carolina
$19.5M +$2.49M +20,825 +15%
FWA
333
FSM Wealth Advisors
Ohio
$19.5M +$470K +3,930 +2%
PAS
334
PKS Advisory Services
New York
$19.3M -$1.39M -11,649 -7%
RWP
335
RWA Wealth Partners
Massachusetts
$19.1M +$271K +2,263 +1%
ISB
336
Iowa State Bank
Iowa
$19.1M -$303K -2,533 -2%
MIA
337
MainStreet Investment Advisors
Illinois
$19.1M -$853K -7,130 -4%
RDFA
338
Ritter Daniher Financial Advisory
Ohio
$19M -$109K -915 -0.6%
BFPW
339
BOK Financial Private Wealth
Colorado
$18.8M -$1.03M -8,649 -5%
SBH
340
Segall Bryant & Hamill
Illinois
$18.7M -$599K -5,012 -3%
VFG
341
Victory Financial Group
Texas
$18.6M +$2.62M +21,930 +17%
MAM
342
Mullooly Asset Management
New Jersey
$18.6M +$69K +577 +0.4%
Balyasny Asset Management
343
Balyasny Asset Management
Illinois
$18.5M +$17.8M +149,248 +3,100%
CWMK
344
Caliber Wealth Management (Kansas)
Kansas
$18.4M -$373K -3,118 -2%
CSP
345
Cary Street Partners
Virginia
$18.4M +$496K +4,146 +3%
SCA
346
Southern Capital Advisors
Tennessee
$18.4M +$1.04M +8,682 +6%
LPAM
347
Lodestar Private Asset Management
California
$18.3M +$724K +6,052 +4%
NRI
348
NFP Retirement Inc
California
$18.3M +$172K +1,442 +1%
GA
349
GFS Advisors
Texas
$18.2M -$164K -1,375 -0.9%
FA
350
Fiducient Advisors
Illinois
$18M +$320K +2,675 +2%