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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
ISWM
751
Independent Solutions Wealth Management
New York
$5.49M -$203K -1,696 -4%
CCA
752
Coign Capital Advisors
Utah
$5.49M -$8.73K -73 -0.2%
SFB
753
STAR Financial Bank
Indiana
$5.48M +$1.85M +15,495 +51%
AFS
754
AFG Fiduciary Services
Massachusetts
$5.48M -$261K -2,179 -5%
VFPW
755
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.46M -$52.9K -442 -1%
RA
756
Resolute Advisors
California
$5.45M +$6.82K +57 +0.1%
BA
757
Bellwether Advisors
Nebraska
$5.41M -$19.9K -166 -0.4%
EFL
758
ERn Financial LLC
Wisconsin
$5.41M +$70.3K +588 +1%
MCM
759
MidAtlantic Capital Management
Virginia
$5.38M +$98.2K +821 +2%
PTC
760
Private Trust Company
Ohio
$5.37M -$204K -1,703 -4%
AFM
761
Aspetuck Financial Management
Connecticut
$5.33M -$54.1K -452 -1%
CFIA
762
Cantor Fitzgerald Investment Advisors
New York
$5.32M +$12.9K +108 +0.2%
JWCA
763
J.W. Cole Advisors
Florida
$5.31M -$1.95M -16,283 -22%
BCM
764
Brookstone Capital Management
Illinois
$5.31M +$10.8K +90 +0.2%
UFAC
765
Urban Financial Advisory Corp
Illinois
$5.29M +$754K +6,302 +17%
MC
766
Middleton & Co
Massachusetts
$5.28M +$22.1K +185 +0.4%
HPC
767
HM Payson & Co
Maine
$5.26M +$1.08M +9,000 +26%
PWA
768
Perspective Wealth Advisors
Colorado
$5.24M +$5.21M +43,587 New
CWM
769
Cooke Wealth Management
California
$5.24M +$4.92M +41,150 New
CA
770
Capital Advantage
California
$5.23M -$68.5K -573 -1%
SFP
771
Sandbox Financial Partners
Maryland
$5.22M +$330K +2,758 +7%
MA
772
Montag & Associates
Georgia
$5.21M -$78K -652 -1%
SAG
773
SageView Advisory Group
California
$5.21M +$548K +4,582 +12%
FIA
774
Foundations Investment Advisors
Arizona
$5.2M +$750K +6,274 +17%
AIP
775
Ameritas Investment Partners
Nebraska
$5.2M +$102K +856 +2%