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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
BA
676
Ballew Advisors
Mississippi
$6.8M -$303K -2,537 -5%
CAG
677
Csenge Advisory Group
Florida
$6.79M -$192K -1,602 -3%
LPT
678
Legacy Private Trust
Wisconsin
$6.78M -$359K -3,005 -5%
BFIM
679
Beese Fulmer Investment Management
Ohio
$6.76M -$41.1K -344 -0.6%
MWM
680
Meridian Wealth Management
Kentucky
$6.74M -$53.1K -444 -0.8%
BFO
681
Boston Family Office
Massachusetts
$6.74M -$270K -2,261 -4%
ABC
682
Associated Banc-Corp
Wisconsin
$6.73M -$397K -3,318 -6%
PL
683
Parthenon LLC
Kentucky
$6.73M +$10.2K +85 +0.2%
AIM
684
Allen Investment Management
New York
$6.67M -$103K -864 -2%
SS
685
Sound Stewardship
Kansas
$6.66M -$239K -2,002 -3%
CBB
686
Citizens Business Bank
California
$6.66M -$159K -1,331 -2%
PWM
687
Palumbo Wealth Management
New York
$6.66M +$6.62M +55,384 New
WCFA
688
Walkner Condon Financial Advisors
Wisconsin
$6.65M +$1.28M +10,736 +24%
EA
689
Enclave Advisors
Texas
$6.57M -$1.97M -16,474 -23%
MNBTD
690
Moody National Bank Trust Division
Texas
$6.56M -$1.02M -8,518 -13%
SW
691
SVB Wealth
Massachusetts
$6.53M -$431K -3,606 -6%
IAA
692
Ironsides Asset Advisors
North Carolina
$6.53M +$15.4K +129 +0.2%
1WM
693
1900 Wealth Management
Texas
$6.51M +$179K +1,497 +3%
MWA
694
Muirfield Wealth Advisors
North Carolina
$6.5M -$144K -1,201 -2%
KFC
695
Klingenstein Fields & Co
New York
$6.47M +$3.29M +27,506 +104%
ALA
696
Atlas Legacy Advisors
California
$6.47M +$237K +1,981 +4%
CAC
697
Certified Advisory Corp
Florida
$6.46M -$92.8K -776 -1%
PPWM
698
Paragon Private Wealth Management
Kentucky
$6.4M -$205K -1,716 -3%
BWCS
699
Beirne Wealth Consulting Services
Connecticut
$6.39M +$55.6K +465 +0.9%
NL
700
NWAM LLC
Washington
$6.33M +$48.3K +404 +0.8%