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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
BWG
1026
Balanced Wealth Group
Ohio
$3.04M -$120 -1 -0%
FFS
1027
Fortress Financial Solutions
Arizona
$3.01M -$191K -1,601 -6%
GCA
1028
Greenwood Capital Associates
South Carolina
$3M -$104K -872 -3%
PCM
1029
Pennsylvania Capital Management
Pennsylvania
$2.99M -$171K -1,429 -5%
GSWM
1030
Golden State Wealth Management
California
$2.98M -$37.6K -314 -1%
BFA
1031
Bluestem Financial Advisors
Illinois
$2.97M -$31.1K -260 -1%
FA
1032
Fountainhead AM
New Jersey
$2.96M -$30.1M -251,794 -91%
HCM
1033
Hicks Capital Management
Ohio
$2.96M +$5.26K +44 +0.2%
ZIM
1034
Zacks Investment Management
Illinois
$2.95M +$407K +3,403 +16%
WIM
1035
Westside Investment Management
California
$2.93M +$3.47K +29 +0.1%
WA
1036
Wealth Alliance
New York
$2.92M -$74.6K -624 -3%
SRC
1037
Shufro Rose & Co
New York
$2.92M +$431K +3,608 +17%
MERSOM
1038
Municipal Employees' Retirement System of Michigan
Michigan
$2.9M
QWP
1039
Quotient Wealth Partners
Texas
$2.9M -$63.9M -533,961 -96%
CFO
1040
CVA Family Office
Colorado
$2.89M -$102K -850 -3%
SC
1041
Sepio Capital
Utah
$2.88M +$963K +8,055 +51%
BWAM
1042
Boyd Watterson Asset Management
Ohio
$2.87M
GI
1043
GAMMA Investing
California
$2.87M +$212K +1,770 +8%
USB
1044
Union Savings Bank
Connecticut
$2.86M +$2.84M +23,785 New
VNA
1045
Valley National Advisers
Pennsylvania
$2.84M -$939K -7,850 -25%
MF
1046
Montis Financial
Massachusetts
$2.84M +$39K +326 +1%
KFGK
1047
Keystone Financial Group (Kentucky)
Kentucky
$2.83M -$159K -1,332 -5%
ANBT
1048
American National Bank & Trust
Texas
$2.82M -$120 -1 -0%
SAA
1049
Southeast Asset Advisors
Georgia
$2.82M -$87.5K -732 -3%
AWA
1050
Arete Wealth Advisors
Illinois
$2.81M +$413K +3,451 +17%