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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
HR
501
Howe & Rusling
New York
$10.8M +$193K +1,611 +2%
HWM
502
Hemming & Wealth Management
Michigan
$10.8M +$10.7M +89,631 New
OSAM
503
O'Shaughnessy Asset Management
Connecticut
$10.7M +$2.07M +17,310 +24%
BNP Paribas Financial Markets
504
BNP Paribas Financial Markets
France
$10.7M -$470K -3,932 -4%
RSWM
505
Robertson Stephens Wealth Management
California
$10.7M +$109K +912 +1%
IWMA
506
Ironwood Wealth Management (Arizona)
Arizona
$10.7M +$81.6K +682 +0.8%
WWM
507
Waterway Wealth Management
Texas
$10.7M +$157K +1,309 +1%
LS
508
LCW Services
Virginia
$10.7M +$10.6M +88,798 New
TH
509
TCTC Holdings
Texas
$10.6M +$49.4K +413 +0.5%
ONB
510
Old National Bancorp
Indiana
$10.6M -$1.45M -12,155 -12%
CSIC
511
Clifford Swan Investment Counsel
California
$10.6M -$197K -1,648 -2%
SDAM
512
Shulman DeMeo Asset Management
New York
$10.6M -$87.9K -735 -0.8%
BWIA
513
Bryant Woods Investment Advisors
New York
$10.5M -$168K -1,404 -2%
CWM
514
CCG Wealth Management
California
$10.5M +$448K +3,750 +5%
CL
515
Choreo LLC
Illinois
$10.4M -$974K -8,141 -9%
FG
516
Fiduciary Group
Georgia
$10.4M -$646K -5,405 -6%
FA
517
Flagstar Advisors
New York
$10.4M -$2.57M -21,524 -20%
Susquehanna International Group
518
Susquehanna International Group
Pennsylvania
$10.4M +$7.06M +59,073 +216%
CCW
519
Coastline Complete Wealth
South Carolina
$10.3M +$10.3M +86,109 New
HWM
520
HighMark Wealth Management
Minnesota
$10.3M +$198K +1,652 +2%
AFG
521
Atomi Financial Group
New York
$10.3M +$937K +7,837 +10%
TA
522
Tectonic Advisors
Texas
$10.3M +$622K +5,200 +6%
MWM
523
Magnolia Wealth Management
Alabama
$10.3M +$372K +3,114 +4%
TW
524
Tempo Wealth
Ohio
$10.2M +$10.2M +84,984 New
PFA
525
Pettinga Financial Advisors
Indiana
$10.2M +$1.2K +10 +0%