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iShares Core S&P Small-Cap ETF

2,721 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 344 funds opening new positions, 1,056 increasing their positions, 1,026 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 344 | Existing positions closed: 96

8% more funds holding

Funds holding: 2,5222,721 (+199)

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
2,721
Holders Change
+199
Holders Change %
+7.89%
% 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
3.79%
New
344
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
FPCP
1126
Fort Point Capital Partners
California
$2.41M +$311K +2,597 +16%
GPFA
1127
Game Plan Financial Advisors
Ohio
$2.4M +$2.37M +19,826 +12,874%
DIA
1128
Dana Investment Advisors
Wisconsin
$2.4M +$67.1K +561 +3%
ACM
1129
Absolute Capital Management
Pennsylvania
$2.38M +$74.1K +620 +3%
MAWCM
1130
Mine & Arao Wealth Creation & Management
California
$2.38M +$5.26K +44 +0.2%
LAM
1131
LOM Asset Management
$2.37M +$32.3K +270 +1%
AG
1132
Ascent Group
Virginia
$2.37M +$265K +2,218 +13%
MBTD
1133
Mechanics Bank - Trust Department
California
$2.36M +$97.2K +813 +4%
UWPG
1134
Ullmann Wealth Partners Group
Florida
$2.35M -$41.7K -349 -2%
SWM
1135
Sentinel Wealth Management
Virginia
$2.35M +$182K +1,520 +8%
JIC
1136
Joel Isaacson & Co
New York
$2.35M +$32.8K +274 +1%
IWA
1137
Invera Wealth Advisors
Oregon
$2.34M -$179K -1,493 -7%
FPTW
1138
Franklin, Parlapiano, Turner & Welch
Texas
$2.34M
KA
1139
Kovack Advisors
Florida
$2.34M +$1.74M +14,578 +297%
ACM
1140
AUA Capital Management
Pennsylvania
$2.33M +$631K +5,279 +37%
SIC
1141
Samalin Investment Counsel
New York
$2.33M +$97.5K +815 +4%
NFP
1142
Narus Financial Partners
Utah
$2.33M -$65.9K -551 -3%
TWM
1143
TopTier Wealth Management
Wisconsin
$2.32M +$2.31M +19,330 New
RWP
1144
Revolve Wealth Partners
New Jersey
$2.32M -$65.3K -546 -3%
CPIA
1145
Cornell Pochily Investment Advisors
New York
$2.32M -$15.4K -129 -0.7%
LWM
1146
Lyell Wealth Management
California
$2.31M +$647K +5,406 +39%
PWM
1147
Power Wealth Management
Georgia
$2.31M +$2.29M +19,183 New
CWAF
1148
Core Wealth Advisors (Florida)
Florida
$2.3M +$187K +1,564 +9%
SCM
1149
SOL Capital Management
Maryland
$2.3M +$436K +3,645 +24%
BW
1150
BXM Wealth
Colorado
$2.3M +$2.28M +19,101 New