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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
CCA
351
Conservest Capital Advisors
Pennsylvania
$17.9M -$435K -3,634 -2%
IWM
352
Inlight Wealth Management
Georgia
$17.9M +$4.1M +34,307 +24%
BOS
353
Bank of Stockton
California
$17.9M -$170K -1,418 -0.9%
EWA
354
Encompass Wealth Advisors
Oregon
$17.8M +$410K +3,430 +2%
CA
355
Crewe Advisors
Utah
$17.8M +$712K +5,956 +4%
YIA
356
YHB Investment Advisors
Connecticut
$17.6M -$1.29M -10,813 -7%
TFA
357
Transamerica Financial Advisors
Florida
$17.5M -$1.44M -12,041 -8%
SF
358
Summit Financial
New Jersey
$17.3M -$419K -3,507 -2%
SFWA
359
Summit Financial Wealth Advisors
Louisiana
$17.2M -$1.68M -14,010 -9%
CFO
360
Callan Family Office
Pennsylvania
$17.2M +$8.15M +68,122 +91%
RWM
361
Ritholtz Wealth Management
New York
$17M -$391K -3,268 -2%
RA
362
Riversedge Advisors
Delaware
$17M +$3.08M +25,758 +22%
JA
363
JVL Associates
Michigan
$17M -$137K -1,149 -0.8%
AGA
364
Arkos Global Advisors
Texas
$16.9M +$368K +3,076 +2%
PSIWM
365
Paradigm Strategies in Wealth Management
Minnesota
$16.8M -$444K -3,710 -3%
HW
366
HORAN Wealth
Ohio
$16.8M +$356K +2,975 +2%
FW
367
Fairway Wealth
Ohio
$16.8M +$703K +5,881 +4%
IF
368
Ironwood Financial
Arizona
$16.7M +$397K +3,320 +3%
MCWS
369
McKinley Carter Wealth Services
West Virginia
$16.7M -$1.7M -14,231 -9%
WF
370
Welch & Forbes
Massachusetts
$16.6M +$39.9K +334 +0.2%
TAM
371
Titleist Asset Management
Texas
$16.5M +$1.08M +9,027 +7%
AA
372
Ancora Advisors
Ohio
$16.5M +$598K +5,001 +4%
SWP
373
Sagespring Wealth Partners
Tennessee
$16.5M -$1.3M -10,857 -7%
PCIA
374
Prime Capital Investment Advisors
Kansas
$16.3M -$1.1M -9,217 -6%
State of Tennessee, Department of Treasury
375
State of Tennessee, Department of Treasury
Tennessee
$16.2M -$839K -7,012 -5%