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iShares Core S&P Small-Cap ETF

2,720 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, 1,026 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: 2,5222,720 (+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: 1,026

Holders
2,720
Holders Change
+198
Holders Change %
+7.85%
% of All Funds
33.09%
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
1,026
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
CB
801
Centennial Bank
Arkansas
$4.89M -$123K -1,025 -2%
MG
802
Mather Group
Illinois
$4.88M -$178K -1,491 -4%
BAG
803
Bauman Advisory Group
Nevada
$4.85M +$4.82M +40,330 New
TCA
804
Transcend Capital Advisors
New Jersey
$4.85M +$1.01M +8,404 +26%
VCM
805
Verde Capital Management
Michigan
$4.8M -$125K -1,047 -3%
SWM
806
Silverlake Wealth Management
Vermont
$4.8M +$1.32M +10,997 +38%
KCM
807
Kanawha Capital Management
Virginia
$4.8M -$37.6K -314 -0.8%
PAM
808
Palisade Asset Management
Minnesota
$4.79M +$203K +1,701 +4%
CW
809
CreativeOne Wealth
Kansas
$4.78M +$215K +1,796 +5%
PIMJS
810
PKO Investment Management Joint-Stock
Poland
$4.78M
GSB
811
Greenfield Savings Bank
Massachusetts
$4.78M -$20.3K -170 -0.4%
WFA
812
Wellspring Financial Advisors
Ohio
$4.74M -$569K -4,756 -1%
MIM
813
Macroview Investment Management
Maryland
$4.74M +$2.48M +20,700 +111%
EW
814
Element Wealth
Mississippi
$4.74M -$144K -1,206 -3%
MCI
815
MRP Capital Investments
Georgia
$4.72M -$23.1K -193 -0.5%
AF
816
Apollon Financial
South Carolina
$4.69M +$956K +7,992 +26%
WFAG
817
Wescott Financial Advisory Group
Pennsylvania
$4.68M -$5.38K -45 -0.1%
LKWM
818
Lee-Kelleher Wealth Management
Maryland
$4.68M +$110K +918 +2%
CPSC
819
Carl P. Sherr & Co
Massachusetts
$4.67M -$167K -1,398 -4%
CF
820
Convergence Financial
Missouri
$4.66M +$1.82M +15,248 +65%
TCG
821
Transcendent Capital Group
Oklahoma
$4.66M -$64.3K -538 -1%
GMA
822
Glassy Mountain Advisors
Maryland
$4.65M +$119K +991 +3%
PWPS
823
Pinnacle Wealth Planning Services
Ohio
$4.64M -$699K -5,845 -13%
SRPTWM
824
Split Rock Private Trading & Wealth Management
Minnesota
$4.63M +$4.61M +38,525 New
WS
825
Wedbush Securities
California
$4.62M +$279K +2,330 +6%