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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
SAM
1151
Secure Asset Management
Michigan
$2.29M -$187K -1,563 -8%
TFCP
1152
Twin Focus Capital Partners
Massachusetts
$2.28M -$10.2K -85 -0.4%
SCA
1153
STALEY CAPITAL ADVISERS
Pennsylvania
$2.28M
HCA
1154
Harbour Capital Advisors
Virginia
$2.28M +$90.7K +758 +4%
JWM
1155
JHP Wealth Management
Colorado
$2.26M +$2.24M +18,768 New
EL
1156
EQ LLC
Washington
$2.25M -$4.49M -37,518 -67%
EW
1157
Evoke Wealth
California
$2.24M +$11.5K +96 +0.5%
FWMP
1158
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.24M -$333K -2,787 -13%
FFS
1159
Flavin Financial Services
Florida
$2.24M +$9.33K +78 +0.4%
BFS
1160
Bradley Foster & Sargent
Connecticut
$2.24M -$871K -7,279 -28%
SWM
1161
Shelton Wealth Management
Texas
$2.23M -$27.7K -232 -1%
KWM
1162
Kassira Wealth Management
Tennessee
$2.23M +$1.32K +11 +0.1%
WEG
1163
World Equity Group
Illinois
$2.23M +$34.7K +290 +2%
IF
1164
Intrua Financial
Texas
$2.22M -$57.2K -478 -3%
TP
1165
Tranquility Partners
Tennessee
$2.21M -$8.97K -75 -0.4%
JSL
1166
JT Stratford LLC
Georgia
$2.21M -$9.56M -79,976 -81%
MTIC
1167
Missouri Trust & Investment Company
Missouri
$2.21M +$23.9K +200 +1%
EW
1168
Expressive Wealth
Illinois
$2.2M +$2.19M +18,324 New
DFA
1169
Delta Financial Advisors
Louisiana
$2.2M -$11.2K -94 -0.5%
SC
1170
Steph & Co
Wisconsin
$2.2M -$1.55K -13 -0.1%
GWMR
1171
GC Wealth Management RIA
Massachusetts
$2.19M -$1.11M -9,307 -34%
SFMG
1172
Sage Financial Management Group
Virginia
$2.19M
ACA
1173
Affinity Capital Advisors
California
$2.19M
SFG
1174
SevenBridge Financial Group
Pennsylvania
$2.19M -$76.5K -640 -4%
TWA
1175
Talisman Wealth Advisors
New Jersey
$2.18M -$230K -1,920 -10%