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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 344 funds opening new positions, 1,056 increasing their positions, 1,025 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 344 | Existing positions closed: 96

8% more funds holding

Funds holding: 2,5212,720 (+199)

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
2,720
Holders Change
+199
Holders Change %
+7.89%
% 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
344
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
NAG
851
Northstar Advisory Group
New Jersey
$4.35M +$3.69M +30,824 +575%
MAS
852
Meeder Advisory Services
Ohio
$4.35M +$191K +1,595 +5%
NS
853
NBC Securities
Alabama
$4.32M +$221K +1,848 +5%
LDB
854
Lee, Danner & Bass
Tennessee
$4.32M -$23.4K -196 -0.5%
WPW
855
Winthrop Partners - WNY
New York
$4.3M +$4.28M +35,795 New
MAFA
856
MJT & Associates Financial Advisory
Minnesota
$4.3M -$58.2K -487 -1%
NPT
857
National Philanthropic Trust
Pennsylvania
$4.29M +$18.5K +155 +0.4%
WCP
858
Wick Capital Partners
Pennsylvania
$4.28M +$492K +4,115 +13%
GWP
859
Gateway Wealth Partners
Wisconsin
$4.28M -$111K -932 -3%
CG
860
Curat Global
New Hampshire
$4.27M -$1.11M -9,318 -21%
MPA
861
Marvin & Palmer Associates
Delaware
$4.26M +$4.24M +35,470 New
SPFA
862
Summit Place Financial Advisors
New Jersey
$4.25M -$117K -977 -3%
WWA
863
WCG Wealth Advisors
Nevada
$4.24M +$1.99M +16,623 +89%
WPW
864
Waldron Private Wealth
Pennsylvania
$4.23M -$1.11M -9,241 -21%
FFN
865
Focus Financial Network
Minnesota
$4.23M +$130K +1,085 +3%
B
866
Birchbrook
Maine
$4.21M -$80.2K -671 -2%
MA
867
Mutual Advisors
Nebraska
$4.2M -$320K -2,678 -7%
DJSG
868
D.J. St. Germain
Massachusetts
$4.19M +$16.3K +136 +0.4%
VIA
869
Vickerman Investment Advisors
Washington
$4.19M +$183K +1,534 +5%
DCM
870
Donaldson Capital Management
Indiana
$4.18M +$9.45K +79 +0.2%
WA
871
WBH Advisory
Maryland
$4.18M -$57.9K -484 -1%
LSIA
872
LaSalle St. Investment Advisors
Illinois
$4.14M -$274K -2,288 -6%
RWA
873
Redhawk Wealth Advisors
Minnesota
$4.14M +$433K +3,618 +12%
AAS
874
Annex Advisory Services
Wisconsin
$4.13M -$24.9K -208 -0.6%
GPA
875
Garrison Point Advisors
California
$4.12M -$80K -669 -2%