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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
OHWP
651
Oak Harbor Wealth Partners
North Carolina
$7.27M -$228K -1,908 -3%
GWMIA
652
Global Wealth Management Investment Advisory
Florida
$7.23M +$409K +3,418 +6%
COPPSERS
653
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.22M -$918K -7,672 -11%
PGF
654
Plan Group Financial
Oklahoma
$7.2M -$1.26M -10,496 -15%
LWM
655
Latko Wealth Management
Illinois
$7.19M +$133K +1,116 +2%
SWA
656
Serenus Wealth Advisors
California
$7.17M -$89.2K -746 -1%
PD
657
Planning Directions
Pennsylvania
$7.17M +$769K +6,434 +12%
CIAS
658
CFS Investment Advisory Services
New Jersey
$7.15M +$62.2K +520 +0.9%
LA
659
Lynch & Associates
Indiana
$7.14M +$235K +1,967 +3%
EGWAG
660
Elwood & Goetz Wealth Advisory Group
Georgia
$7.13M -$64.2K -537 -0.9%
SS
661
Sunbelt Securities
Texas
$7.07M -$52.1K -436 -0.7%
DWM
662
Drive Wealth Management
Utah
$7.04M -$16.1K -135 -0.2%
SI
663
Stephens Inc
Arkansas
$7.01M +$459K +3,841 +7%
T
664
TrustBank
Illinois
$6.98M +$6.95M +58,114 New
TFP
665
Townsend Financial Planning
Kentucky
$6.97M +$6.94M +58,014 New
OAM
666
Oppenheimer Asset Management
New York
$6.97M -$124K -1,039 -2%
AP
667
Aspect Partners
Virginia
$6.96M +$765K +6,400 +12%
SC
668
Stephenson & Company
California
$6.95M +$166K +1,385 +2%
SW
669
SlateStone Wealth
Florida
$6.93M +$514K +4,302 +8%
HFS
670
Hopwood Financial Services
Virginia
$6.89M +$116K +968 +2%
TCM
671
Telos Capital Management
California
$6.87M +$157K +1,314 +2%
MFA
672
Mayflower Financial Advisors
Massachusetts
$6.86M +$502K +4,196 +8%
PFG
673
Pacific Financial Group
Washington
$6.84M +$468K +3,912 +7%
UFPG
674
United Financial Planning Group
New York
$6.82M +$148K +1,237 +2%
BCM
675
Boltwood Capital Management
California
$6.8M +$60.4K +505 +0.9%