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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
VPW
926
Variant Private Wealth
Virginia
$3.75M -$380K -3,174 -9%
VWM
927
Vigilare Wealth Management
Arizona
$3.72M +$3.71M +30,987 New
BFO
928
Biltmore Family Office
North Carolina
$3.7M +$26.7K +223 +0.7%
FF
929
Fluent Financial
Texas
$3.69M +$3.67M +30,704 New
CBT
930
Central Bank & Trust
Kentucky
$3.69M +$913K +7,633 +33%
MFG
931
Midwest Financial Group
Kansas
$3.68M -$798K -6,676 -18%
AIM
932
Advyzon Investment Management
Illinois
$3.67M +$745K +6,228 +26%
BPWM
933
Badgley Phelps Wealth Managers
Washington
$3.67M +$66K +552 +2%
ANTB
934
AMG National Trust Bank
Colorado
$3.64M -$138K -1,157 -4%
FWTB
935
First Western Trust Bank
Colorado
$3.64M -$2.75K -23 -0.1%
HIA
936
Harbor Investment Advisory
Maryland
$3.63M +$494K +4,134 +16%
TNBTD
937
Trustmark National Bank Trust Department
Mississippi
$3.62M +$9.81K +82 +0.3%
KWA
938
Kingswood Wealth Advisors
California
$3.62M +$1.05M +8,774 +41%
VF
939
Vawter Financial
Ohio
$3.62M -$58.4K -488 -2%
FWP
940
FAS Wealth Partners
Kansas
$3.62M +$6.22K +52 +0.2%
CTC
941
Corundum Trust Company
South Dakota
$3.62M -$241K -2,016 -6%
EFM
942
Eley Financial Management
Vermont
$3.61M +$66.5K +556 +2%
EWM
943
Endowment Wealth Management
Wisconsin
$3.6M +$691K +5,780 +24%
TW
944
TritonPoint Wealth
Maryland
$3.59M -$1.98M -16,583 -36%
JBW
945
Journey Beyond Wealth
Georgia
$3.59M -$548K -4,581 -13%
CF
946
Centaurus Financial
California
$3.58M +$479K +4,007 +16%
AF
947
ASL Financial
California
$3.58M +$3.56M +29,777 New
SL
948
Sentinus LLC
Illinois
$3.57M +$820K +6,853 +30%
1CP
949
1015 Capital Partners
Pennsylvania
$3.57M +$3.55M +29,705 New
FAM
950
Forte Asset Management
New York
$3.57M +$1.1M +9,228 +45%