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iShares Core S&P Small-Cap ETF

2,719 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: 2,5212,719 (+198)

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
2,719
Holders Change
+198
Holders Change %
+7.85%
% of All Funds
33.08%
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
TCRG
576
Twin Cities Retirement Group
Minnesota
$8.73M +$8.68M +72,618 New
FMI
577
F/M Investments
District of Columbia
$8.66M -$20.3K -170 -0.2%
CBA
578
Coastal Bridge Advisors
Connecticut
$8.63M +$4.07M +34,028 +90%
TSWM
579
Triangle Securities Wealth Management
North Carolina
$8.62M +$611K +5,111 +8%
SWMG
580
Sard Wealth Management Group
Georgia
$8.62M +$101K +841 +1%
TCP
581
TMB Capital Partners
Arkansas
$8.61M +$8.57M +71,636 New
ACB
582
Aristotle Capital Boston
Massachusetts
$8.61M +$514K +4,298 +6%
PI
583
Pachira Investments
California
$8.6M -$1.06M -8,844 -11%
RA
584
RFG Advisory
Alabama
$8.59M -$1.87M -15,595 -18%
PSCM
585
Per Stirling Capital Management
Texas
$8.55M -$84.6K -707 -1%
AIMC
586
Alley Investment Management Company
Illinois
$8.55M -$92.7K -775 -1%
MWM
587
Marietta Wealth Management
Georgia
$8.53M -$73K -610 -0.9%
CNBTD
588
Citizens National Bank Trust Department
Mississippi
$8.49M -$186K -1,555 -2%
EFA
589
Evernest Financial Advisors
Indiana
$8.46M -$171K -1,432 -2%
CV
590
Counterweight Ventures
North Carolina
$8.45M +$56.4K +472 +0.7%
PFM
591
Peak Financial Management
Massachusetts
$8.42M +$3.83K +32 +0%
HSA
592
HBK Sorce Advisory
Pennsylvania
$8.42M +$35.3K +295 +0.5%
HAG
593
HighPoint Advisor Group
Illinois
$8.37M +$8.33M +69,643 New
MWM
594
Mascoma Wealth Management
New Hampshire
$8.36M +$142K +1,191 +2%
SFP
595
Strategic Financial Partners
Oregon
$8.33M +$3.27M +27,315 +65%
SAM
596
Sherman Asset Management
California
$8.28M -$426K -3,558 -5%
CI
597
CX Institutional
Indiana
$8.26M -$31.3K -262 -0.4%
TCWA
598
Turtle Creek Wealth Advisors
Texas
$8.24M +$1.48M +12,348 +22%
MHC
599
May Hill Capital
Massachusetts
$8.24M +$881K +7,367 +12%
APW
600
Alliance Private Wealth
Massachusetts
$8.22M +$7.67M +64,095 New