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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
FHC
526
First Horizon Corporation
Tennessee
$10.2M +$46K +385 +0.5%
PVAMC
527
PPS&V Asset Management Consultants
Michigan
$10.1M +$206K +1,721 +2%
PA
528
Parallel Advisors
California
$10.1M -$1.17M -9,823 -10%
RPC
529
Rossmore Private Capital
Connecticut
$10.1M +$1.22M +10,175 +14%
MOS
530
MGO One Seven
Ohio
$10.1M -$2.22M -18,528 -18%
Retirement Systems of Alabama
531
Retirement Systems of Alabama
Alabama
$10.1M
JWBC
532
J.W. Burns & Co
New York
$9.97M +$151K +1,263 +2%
BFS
533
Burkett Financial Services
South Carolina
$9.92M +$118K +990 +1%
KA
534
Kure Advisory
Minnesota
$9.86M +$340K +2,839 +4%
FA
535
FDx Advisors
Illinois
$9.81M -$248K -2,072 -2%
AC
536
Apella Capital
Connecticut
$9.79M +$275K +2,303 +3%
TYCC
537
Texas Yale Capital Corp
Florida
$9.79M
GWM
538
Global Wealth Management
New Jersey
$9.78M -$460K -3,845 -5%
RIA
539
Richwood Investment Advisors
Ohio
$9.77M +$220K +1,839 +3%
EIP
540
Ellis Investment Partners
Pennsylvania
$9.75M +$155K +1,294 +2%
AI
541
Atria Investments
North Carolina
$9.68M +$3.37M +28,184 +54%
MBI
542
May Barnhard Investments
Maryland
$9.68M -$628K -5,254 -6%
AC
543
AlphaCore Capital
California
$9.64M +$9.15M +76,489 +2,044%
TFO
544
Tarbox Family Office
California
$9.6M -$3.65M -30,544 -28%
BWS
545
Buck Wealth Strategies
Colorado
$9.6M +$1.06M +8,862 +12%
HAS
546
Holland Advisory Services
Florida
$9.59M +$353K +2,948 +4%
ET
547
Equitable Trust
Tennessee
$9.54M -$804K -6,724 -8%
CPSAC
548
Chas P. Smith & Associates (CPS)
Florida
$9.54M +$2.26M +18,891 +31%
KFP
549
KMG Fiduciary Partners
Ohio
$9.5M +$1.05M +8,810 +13%
HAC
550
Harbor Advisory Corp
New Hampshire
$9.46M -$587K -4,907 -6%