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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
BDF
876
Black Diamond Financial
Maryland
$4.12M -$155K -1,296 -4%
GSWM
877
Greenup Street Wealth Management
Michigan
$4.09M +$569K +4,754 +16%
GWS
878
Greykasell Wealth Strategies
California
$4.09M -$303K -2,534 -7%
RPGK
879
Retirement Planning Group (Kansas)
Kansas
$4.07M -$254K -2,120 -6%
JRPCML
880
J. R. Prunier Capital Management LLC
Massachusetts
$4.07M +$4.05M +33,835 New
NL
881
NEPC LLC
Massachusetts
$4.06M +$15.7K +131 +0.4%
CP
882
Canopy Partners
Ohio
$4.05M -$23.9K -200 -0.6%
JIP
883
Jaffetilchin Investment Partners
Florida
$4.04M +$167K +1,396 +4%
SMA
884
Sage Mountain Advisors
Georgia
$4.03M -$386K -3,224 -9%
EWM
885
Evercore Wealth Management
New York
$4.03M -$379K -3,173 -9%
BCA
886
Bay Capital Advisors
Virginia
$4.01M +$14.6K +122 +0.4%
TAP
887
TSG Advice Partners
Ohio
$4.01M +$3.99M +33,347 New
QCIG
888
Quad-Cities Investment Group
Iowa
$4M -$7.42K -62 -0.2%
UBG
889
United Bank (Georgia)
Georgia
$3.99M -$108K -904 -3%
SSW
890
Stone Summit Wealth
Florida
$3.97M -$29.1K -243 -0.7%
ATC
891
Adirondack Trust Company
New York
$3.97M -$136K -1,136 -3%
VPW
892
Vericrest Private Wealth
Pennsylvania
$3.97M +$3.95M +33,032 New
CHJWM
893
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.96M +$14.8K +124 +0.4%
MCM
894
Magnolia Capital Management
New York
$3.95M +$19.7K +165 +0.5%
First Manhattan
895
First Manhattan
New York
$3.95M +$322K +2,689 +9%
WCM
896
Windsor Capital Management
Arizona
$3.93M -$224K -1,871 -5%
CCFM
897
Clear Creek Financial Management
Washington
$3.93M +$115K +959 +3%
SR
898
Syntax Research
Florida
$3.92M +$1.67K +14 +0%
PRTG
899
Post Resch Tallon Group
New York
$3.91M +$557K +4,656 +17%
AFP
900
Alpha Financial Partners
Kentucky
$3.9M -$109K -913 -3%