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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
HIP
1051
HUB Investment Partners
Texas
$2.81M +$92.4K +773 +3%
WWM
1052
Woodside Wealth Management
Massachusetts
$2.81M +$16.4K +137 +0.6%
GWM
1053
Greenwich Wealth Management
Connecticut
$2.8M +$598 +5 +0%
AFG
1054
Allegheny Financial Group
Pennsylvania
$2.8M +$1.51M +12,638 +119%
TIA
1055
Tiemann Investment Advisors
California
$2.79M +$45.1K +377 +2%
LWM
1056
Lionsbridge Wealth Management
Florida
$2.78M -$555K -4,644 -17%
GFG
1057
Goldstone Financial Group
Illinois
$2.78M +$260K +2,178 +10%
MSWM
1058
McGlone Suttner Wealth Management
Wisconsin
$2.78M +$205K +1,717 +8%
CAAM
1059
Cornerstone Advisors Asset Management
Pennsylvania
$2.78M -$203K -1,694 -7%
NDSI
1060
Newman Dignan & Sheerar Inc
Rhode Island
$2.78M -$7.77K -65 -0.3%
BB
1061
Busey Bank
Illinois
$2.77M +$174K +1,454 +7%
OCM
1062
One Capital Management
California
$2.76M -$3.85M -32,202 -58%
Allspring Global Investments
1063
Allspring Global Investments
North Carolina
$2.76M -$227K -1,894 -8%
SC
1064
Syon Capital
California
$2.74M +$30K +251 +1%
TWM
1065
Tradition Wealth Management
Minnesota
$2.73M +$12.9K +108 +0.5%
BFG
1066
Birch Financial Group
New Hampshire
$2.73M +$107K +895 +4%
PA
1067
PFG Advisors
Arizona
$2.72M -$122K -1,016 -4%
BFS
1068
BridgePort Financial Solutions
Iowa
$2.71M -$54.2K -453 -2%
CPBTD
1069
Central Pacific Bank - Trust Division
Hawaii
$2.71M +$420K +3,514 +18%
SFG
1070
Strive Financial Group
Indiana
$2.71M +$2.7M +22,564 New
BLC
1071
Blue Line Capital
Illinois
$2.7M +$2.69M +22,478 New
CWA
1072
CM Wealth Advisors
Ohio
$2.69M +$177K +1,476 +7%
ACM
1073
Armbruster Capital Management
New York
$2.69M -$72K -602 -3%
RA
1074
RoundAngle Advisors
New Jersey
$2.69M +$206K +1,725 +8%
FFP
1075
FourThought Financial Partners
Florida
$2.69M +$535K +4,470 +25%