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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
TCM
1101
TruNorth Capital Management
Michigan
$2.56M
CSF
1102
Capital Squared Financial
Maryland
$2.55M +$639K +5,346 +34%
IA
1103
Inspire Advisors
Idaho
$2.55M +$289K +2,413 +13%
BL
1104
Balentine LLC
Georgia
$2.55M -$129K -1,076 -5%
SAM
1105
Smartleaf Asset Management
Massachusetts
$2.54M -$232K -1,944 -9%
HWMT
1106
Heritage Wealth Management (Texas)
Texas
$2.54M -$465K -3,890 -16%
NPT
1107
Nixon Peabody Trust
Massachusetts
$2.53M -$114K -950 -4%
EPM
1108
Elm Partners Management
Pennsylvania
$2.53M +$90.4K +756 +4%
TFS
1109
Thoroughbred Financial Services
Tennessee
$2.52M -$64.3K -538 -2%
PB
1110
Pinnacle Bancorp
Nebraska
$2.52M +$5.14K +43 +0.2%
AWP
1111
Astra Wealth Partners
New Jersey
$2.52M +$119K +999 +5%
EAM
1112
Evanson Asset Management
California
$2.51M +$68.2K +570 +3%
Chevy Chase Trust
1113
Chevy Chase Trust
Maryland
$2.5M +$141K +1,179 +6%
LAM
1114
Lewis Asset Management
California
$2.49M -$143K -1,194 -5%
NG
1115
Novem Group
New York
$2.48M -$30.9K -258 -1%
VWM
1116
Venturi Wealth Management
Texas
$2.46M -$326K -2,726 -12%
NCM
1117
Narwhal Capital Management
Georgia
$2.46M -$10.9K -91 -0.4%
MOACM
1118
Mutual of America Capital Management
New York
$2.45M -$180K -1,505 -7%
PWA
1119
Peterson Wealth Advisors
Utah
$2.45M +$12.2K +102 +0.5%
DJYG
1120
David J. Yvars Group
Florida
$2.45M +$70.7K +591 +3%
NPFS
1121
Novak & Powell Financial Services
Florida
$2.45M +$7.06K +59 +0.3%
CD
1122
Chapin Davis
Maryland
$2.44M -$7.89K -66 -0.3%
ANC
1123
Ames National Corp
Iowa
$2.44M +$243K +2,035 +11%
IVP
1124
Intrinsic Value Partners
Arizona
$2.43M +$539K +4,510 +29%
AM
1125
AGF Management
Ontario, Canada
$2.43M -$13.8K -115 -0.6%