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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
AAP
976
Arax Advisory Partners
Colorado
$3.37M +$3.35M +28,018 New
FLPIM
977
F.L. Putnam Investment Management
Massachusetts
$3.36M -$605K -5,055 -15%
SEI Investments
978
SEI Investments
Pennsylvania
$3.33M -$975K -8,151 -23%
OC
979
Optima Capital
Oregon
$3.32M -$135K -1,129 -4%
DC
980
Destiny Capital
Colorado
$3.3M +$1.92M +16,052 +141%
JFG
981
JMG Financial Group
Illinois
$3.29M +$34.9K +292 +1%
JCM
982
Jacobi Capital Management
Pennsylvania
$3.29M -$87.2K -729 -3%
TCOT
983
Trust Company of Toledo
Ohio
$3.29M -$41.9K -350 -1%
TFG
984
Tilson Financial Group
New Jersey
$3.29M -$3.23K -27 -0.1%
AWC
985
Abundance Wealth Counselors
Pennsylvania
$3.29M -$153K -1,280 -4%
DAS
986
Dynamic Advisor Solutions
Arizona
$3.28M +$637K +5,328 +24%
YP
987
YANKCOM Partnership
South Dakota
$3.27M +$33.5K +280 +1%
CAS
988
Coppell Advisory Solutions
Texas
$3.27M +$736K +6,153 +30%
HLCM
989
Hi-Line Capital Management
South Dakota
$3.27M -$2.33M -19,462 -42%
NHT
990
New Hampshire Trust
New Hampshire
$3.27M +$48.1K +402 +1%
SWP
991
Summit Wealth Partners
Florida
$3.27M -$324K -2,713 -9%
KWM
992
Keebeck Wealth Management
Illinois
$3.27M +$37.7K +315 +1%
GCA
993
Gallagher Capital Advisors
Texas
$3.26M +$3.24M +27,106 New
WDL
994
Well Done LLC
Michigan
$3.23M +$7.89K +66 +0.2%
SGK
995
Steigerwald Gordon & Koch
Virginia
$3.23M -$19.6K -164 -0.6%
DF
996
Dunhill Financial
United Kingdom
$3.23M -$27.7K -232 -0.9%
MWM
997
M3 Wealth Management
Ohio
$3.21M +$3.2M +26,735 New
AWM
998
Atticus Wealth Management
Florida
$3.21M +$2.87K +24 +0.1%
BCG
999
Breakwater Capital Group
New Jersey
$3.2M +$72K +602 +2%
PPC
1000
Park Place Capital
Alabama
$3.19M -$220K -1,843 -6%