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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
QCM
551
Quantinno Capital Management
New York
$9.45M +$1.85M +15,435 +24%
FCBT
552
First Citizens Bank & Trust
North Carolina
$9.42M -$109K -911 -1%
GIA
553
GHP Investment Advisors
Colorado
$9.36M +$50.7K +424 +0.5%
CFFNO
554
Common Fund For Nonprofit Organizations
Connecticut
$9.34M +$43.2K +361 +0.5%
GWM
555
Geneos Wealth Management
Colorado
$9.25M +$695K +5,814 +8%
SWA
556
Sax Wealth Advisors
New Jersey
$9.2M -$670K -5,602 -7%
LT
557
Legacy Trust
Michigan
$9.17M +$37.7K +315 +0.4%
BRM
558
Boston Research & Management
Massachusetts
$9.13M -$12.9K -108 -0.1%
SP
559
SIH Partners
Delaware
$9.13M +$9.08M +75,956 New
MPCG
560
Matrix Private Capital Group
New York
$9.12M +$310K +2,590 +4%
EFG
561
Embree Financial Group
Illinois
$9.08M -$1.2M -10,001 -12%
CTC
562
Central Trust Company
Missouri
$9.01M -$81.2K -679 -0.9%
C
563
Certuity
Florida
$8.96M -$506K -4,234 -5%
BFWA
564
Benchmark Financial Wealth Advisors
Florida
$8.95M -$30.6K -256 -0.3%
AAS
565
Ameritas Advisory Services
Nebraska
$8.91M -$4.5M -37,639 -34%
BEI
566
Benjamin Edwards Inc
Missouri
$8.89M +$150K +1,258 +2%
SWM
567
Selby Wealth Management
California
$8.88M +$8.84M +73,912 New
AAS
568
Asset Allocation Strategies
Michigan
$8.88M +$90.9K +760 +1%
PL
569
Polianta Ltd
Jersey
$8.86M +$730K +6,100 +9%
ABTD
570
Arvest Bank Trust Division
Oklahoma
$8.84M +$6.32M +52,822 +254%
PLU
571
Performa Ltd (US)
South Carolina
$8.84M -$149K -1,250 -2%
UFA
572
Uptown Financial Advisors
Texas
$8.82M +$279K +2,330 +3%
KP
573
Keel Point
Alabama
$8.8M +$508K +4,244 +6%
PWM
574
Partnership Wealth Management
Maryland
$8.79M +$46.3K +387 +0.5%
SIA
575
Soltis Investment Advisors
Utah
$8.74M +$821K +6,867 +10%