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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
RWM
1076
Rialto Wealth Management
New York
$2.69M
CFA
1077
Cahill Financial Advisors
Minnesota
$2.69M -$132K -1,101 -5%
RW
1078
RVW Wealth
California
$2.68M -$19.6K -164 -0.7%
MPPLM
1079
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.68M -$25.4K -212 -0.9%
HF
1080
HRT Financial
New York
$2.68M +$1.6M +13,410 +151%
PWM
1081
Pines Wealth Management
North Carolina
$2.66M +$132K +1,103 +5%
IWB
1082
Innovative Wealth Building
Maryland
$2.66M +$37.4K +313 +1%
KL
1083
Keenan LLC
Massachusetts
$2.65M +$2.64M +22,038 New
V
1084
VeraBank
Texas
$2.64M
WMP
1085
Wealth Management Partners
Arizona
$2.64M -$264K -2,204 -9%
CFS
1086
CRA Financial Services
New Jersey
$2.63M -$114K -952 -4%
GEA
1087
Glen Eagle Advisors
New Jersey
$2.63M -$110K -922 -4%
BWM
1088
Brown Wealth Management
Illinois
$2.63M +$2.61M +21,864 New
AI
1089
Arvest Investments
Arkansas
$2.63M +$2.61M +21,863 New
CANC
1090
Culbertson A N & Co
Virginia
$2.62M -$13K -109 -0.5%
SG
1091
StoneX Group
New York
$2.61M -$106K -888 -4%
FCI
1092
Financial Counselors Inc
Kansas
$2.6M +$932K +7,792 +56%
UF
1093
Univest Financial
Pennsylvania
$2.6M -$18.8K -157 -0.7%
ACP
1094
Argyle Capital Partners
California
$2.59M -$135K -1,128 -5%
RMDI
1095
R.M. Davis Inc
Maine
$2.58M -$88.4K -739 -3%
Q1WB
1096
Quest 10 Wealth Builders
Virginia
$2.58M +$6.94K +58 +0.3%
MBWA
1097
Marin Bay Wealth Advisors
California
$2.56M +$2.55M +21,324 New
GKIM
1098
GW&K Investment Management
Massachusetts
$2.56M +$322K +2,695 +14%
FOR
1099
Family Office Research
Maryland
$2.56M +$14.1K +118 +0.6%
IFO
1100
Independent Family Office
New York
$2.56M +$25.1K +210 +1%