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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
CIAS
476
Capital Investment Advisory Services
North Carolina
$11.5M +$370K +3,097 +3%
D.E. Shaw & Co
477
D.E. Shaw & Co
New York
$11.5M +$11.4M +95,296 New
TGCMU
478
Titan Global Capital Management USA
New York
$11.4M +$11.4M +94,964 New
STA
479
Summit Trail Advisors
New York
$11.4M -$16.4K -137 -0.1%
CT
480
Caldwell Trust
Florida
$11.3M +$567K +4,738 +5%
SA
481
Sylvest Advisors
Texas
$11.3M +$1.51M +12,593 +16%
FCP
482
Fidelis Capital Partners
Florida
$11.3M +$651K +5,446 +6%
CWA
483
Canvas Wealth Advisors
Kansas
$11.2M +$139K +1,163 +1%
VA
484
Vestwell Advisors
New York
$11.2M
CG
485
CFO4Life Group
Texas
$11.2M -$235K -1,961 -2%
EWM
486
Evermay Wealth Management
Virginia
$11.2M -$195K -1,629 -2%
EI
487
eCIO Inc
Wisconsin
$11.1M -$440K -3,678 -4%
CNB
488
Camden National Bank
Maine
$11.1M +$645K +5,393 +6%
TWP
489
TFO Wealth Partners
Ohio
$11.1M -$20K -167 -0.2%
CCM
490
Condor Capital Management
New Jersey
$11.1M -$90.4K -756 -0.8%
OA
491
Operose Advisors
Wisconsin
$11M -$2.14M -17,920 -16%
GSIS
492
Global Strategic Investment Solutions
Arizona
$11M -$85.9K -718 -0.8%
SFG
493
Somnio Financial Group
Connecticut
$11M +$156K +1,302 +1%
RWS
494
Rochester Wealth Strategies
Michigan
$11M +$188K +1,574 +2%
SA
495
SoundView Advisors
Washington
$10.9M +$10.8M +90,717 New
Legal & General Group
496
Legal & General Group
United Kingdom
$10.9M -$3M -25,082 -22%
KPWG
497
KFA Private Wealth Group
Virginia
$10.9M +$93.9K +785 +0.9%
NFG
498
Nations Financial Group
Iowa
$10.9M +$280K +2,343 +3%
BFA
499
Bright Financial Advisors
Michigan
$10.8M +$222K +1,858 +2%
TDWM
500
Topel & Distasi Wealth Management
California
$10.8M +$42.8K +358 +0.4%