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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
NOI
901
Newton One Investments
Delaware
$3.9M +$82.9K +693 +2%
Neuberger Berman Group
902
Neuberger Berman Group
New York
$3.89M +$694K +5,804 +22%
CFB
903
Cullen/Frost Bankers
Texas
$3.88M +$267K +2,235 +7%
LIM
904
Leavell Investment Management
Alabama
$3.88M -$203K -1,701 -5%
SAM
905
Silvercrest Asset Management
New York
$3.88M +$2.31M +19,297 +149%
KHC
906
Koesten Hirschmann & Crabtree
Kansas
$3.86M -$36.4K -304 -0.9%
CASB
907
Cape Ann Savings Bank
Massachusetts
$3.85M -$11.4K -95 -0.3%
PIA
908
Perennial Investment Advisors
California
$3.85M -$579K -4,844 -13%
HIMC
909
Heritage Investors Management Corp
Maryland
$3.85M +$13.3K +111 +0.3%
FHB
910
First Hawaiian Bank
Hawaii
$3.84M -$1.18M -9,893 -24%
MAS
911
Madden Advisory Services
Florida
$3.83M +$32.2K +269 +0.9%
HSWM
912
Hubbell Strickland Wealth Management
Louisiana
$3.83M +$19.9K +166 +0.5%
Luther King Capital Management (LKCM)
913
Luther King Capital Management (LKCM)
Texas
$3.83M
Vanguard Group
914
Vanguard Group
Pennsylvania
$3.81M +$80.7K +675 +2%
CP
915
Capital Planning
Washington
$3.81M +$138K +1,152 +4%
BFG
916
Baron Financial Group
New Jersey
$3.8M -$215K -1,796 -5%
GFL
917
Granite FO LLC
New Hampshire
$3.8M +$362K +3,025 +11%
NAM
918
NTV Asset Management
West Virginia
$3.8M -$2.37M -19,828 -39%
DWA
919
Delta Wealth Advisors
Indiana
$3.8M -$23.6K -197 -0.6%
SG Americas Securities
920
SG Americas Securities
New York
$3.77M +$983K +8,220 +36%
BFA
921
Beaumont Financial Advisors
Massachusetts
$3.77M -$53K -443 -1%
WIP
922
WealthCare Investment Partners
Rhode Island
$3.75M +$54.2K +453 +1%
PCM
923
Parsons Capital Management
Rhode Island
$3.75M -$265K -2,217 -7%
VWM
924
Verus Wealth Management
Wisconsin
$3.75M +$68.9K +576 +2%
GVAG
925
Great Valley Advisor Group
Delaware
$3.75M -$1.78M -14,846 -32%