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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
RWPA
426
Richard W. Paul & Associates
Michigan
$13.4M +$371K +3,101 +3%
ATC
427
Argent Trust Co
Tennessee
$13.4M +$41.5K +347 +0.3%
CWM
428
Cranbrook Wealth Management
Michigan
$13.3M +$12K +100 +0.1%
TCBWMS
429
Texas Capital Bank Wealth Management Services
Texas
$13.3M +$13.2M +110,450 New
FCA
430
Fortis Capital Advisors
Kansas
$13.3M +$546K +4,569 +4%
MSA
431
Marino Stram & Associates
Massachusetts
$13.2M -$804K -6,727 -6%
IWM
432
IHT Wealth Management
Illinois
$13.2M +$18.1K +151 +0.1%
PPW
433
PACK Private Wealth
Minnesota
$13.2M +$211K +1,767 +2%
NC
434
NewSquare Capital
Pennsylvania
$13.1M -$4.99M -41,709 -28%
MPW
435
Melone Private Wealth
Michigan
$13.1M +$5.95M +49,792 +85%
WA
436
Waverly Advisors
Alabama
$12.9M -$95.3K -797 -0.7%
CGPCS
437
Capital Group Private Client Services
California
$12.9M +$156K +1,305 +1%
TWA
438
TCI Wealth Advisors
Arizona
$12.9M -$314K -2,625 -2%
BWM
439
Boyd Wealth Management
California
$12.8M +$7.9M +66,083 +164%
DWM
440
Dynasty Wealth Management
Florida
$12.8M -$66M -551,959 -84%
PFA
441
Presper Financial Architects
Ohio
$12.7M +$246K +2,056 +2%
AQR Capital Management
442
AQR Capital Management
Connecticut
$12.7M +$4.79M +40,012 +61%
PAM
443
Peninsula Asset Management
Florida
$12.6M -$14.9K -125 -0.1%
CIM
444
CIM Investment Management
Pennsylvania
$12.6M +$134K +1,123 +1%
FTS
445
Fifth Third Securities
Ohio
$12.6M +$100K +840 +0.8%
HFRG
446
Houlihan Financial Resource Group
Virginia
$12.6M +$6.14M +51,302 +101%
IAS
447
Integrity Advisory Solutions
Texas
$12.5M -$5.74K -48 -0%
IA
448
IFP Advisors
Florida
$12.5M +$1.64M +13,713 +15%
DC
449
Davenport & Co
Virginia
$12.5M +$2.89M +24,162 +30%
GAM
450
Gotham Asset Management
New York
$12.5M +$120 +1 +0%