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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
EL
776
EWA LLC
Pennsylvania
$5.19M +$244K +2,043 +5%
LWL
777
Leo Wealth LLC
Texas
$5.18M +$92.9K +777 +2%
VIM
778
Vista Investment Management
Pennsylvania
$5.16M +$43.9K +367 +0.9%
MCA
779
MSH Capital Advisors
Arizona
$5.13M +$93.6K +783 +2%
CAM
780
Cozad Asset Management
Illinois
$5.13M -$1.67M -13,989 -25%
ASW
781
Astoria Strategic Wealth
Texas
$5.13M +$526K +4,396 +11%
WETS
782
Wealth Enhancement Trust Services
South Dakota
$5.12M +$5.1M +42,621 New
PWW
783
Pettyjohn Wood & White
Virginia
$5.11M -$240K -2,011 -5%
CPW
784
Crestmont Private Wealth
Texas
$5.11M -$32.8K -274 -0.6%
AWM
785
Avior Wealth Management
Nebraska
$5.11M +$372K +3,110 +8%
PCM
786
Palisade Capital Management
New Jersey
$5.1M +$3.23M +27,023 +175%
HH
787
Hilltop Holdings
Texas
$5.06M +$462K +3,864 +10%
CWL
788
Causey Wealth LLC
Colorado
$5.06M -$3.11K -26 -0.1%
GTWM
789
Global Trust Wealth Management
Florida
$5.01M +$4.99M +41,716 New
VCP
790
Verus Capital Partners
Arizona
$5.01M -$928K -7,758 -16%
AB
791
ANB Bank
Colorado
$4.99M -$31.6K -264 -0.6%
LFAS
792
Level Four Advisory Services
Texas
$4.99M +$416K +3,477 +9%
SEIA
793
Signature Estate & Investment Advisors
California
$4.95M +$2.06M +17,225 +72%
MFC
794
Mechanics Financial Corp
Ohio
$4.95M +$27.6K +231 +0.6%
WPC
795
Wedmont Private Capital
Pennsylvania
$4.95M +$146K +1,217 +3%
RYIA
796
Roehl & Yi Investment Advisors
Oregon
$4.94M -$35K -293 -0.7%
SOADOR
797
State of Alaska Department of Revenue
Alaska
$4.93M -$274K -2,294 -5%
BIA
798
Bigelow Investment Advisors
Maine
$4.93M -$304K -2,544 -6%
Betterment LLC
799
Betterment LLC
New York
$4.9M +$99.7K +834 +2%
CTA
800
Colonial Trust Advisors
South Carolina
$4.89M +$107K +893 +2%