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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
FCM
1176
Fourpath Capital Management
Oklahoma
$2.18M -$1.94M -16,228 -47%
PL
1177
Plancorp LLC
Missouri
$2.16M -$125K -1,046 -5%
DAS
1178
Diversify Advisory Services
Utah
$2.16M -$26.5K -222 -1%
BTI
1179
Blue Trust Inc
Georgia
$2.15M +$721K +6,028 +51%
FGWP
1180
Founders Grove Wealth Partners
Virginia
$2.14M -$145K -1,210 -6%
OWP
1181
Obermeyer Wealth Partners
Colorado
$2.14M -$20.4K -171 -1%
MFS
1182
McNamara Financial Services
Massachusetts
$2.14M -$4.08M -34,138 -66%
UWM
1183
Urban Wealth Management
California
$2.14M +$2.13M +17,807 New
RWA
1184
Roberts Wealth Advisors
California
$2.14M -$76.3K -638 -3%
MFG
1185
Mann Financial Group
Minnesota
$2.13M +$137K +1,149 +7%
CT
1186
Coastline Trust
Rhode Island
$2.13M -$783K -6,545 -27%
DWA
1187
Dougherty Wealth Advisers
Minnesota
$2.13M
PI
1188
PFG Investments
New York
$2.12M +$86.2K +721 +4%
JF
1189
JSF Financial
California
$2.12M -$95.6K -799 -4%
CTA
1190
Camelot Technology Advisors
California
$2.11M +$52.5K +439 +3%
Renaissance Technologies
1191
Renaissance Technologies
New York
$2.1M +$2.09M +17,500 New
SIM
1192
Stratos Investment Management
Ohio
$2.1M -$163K -1,359 -7%
SS
1193
SBI Securities
Japan
$2.1M -$17.6K -147 -0.8%
ZF
1194
Zhang Financial
Michigan
$2.09M +$62.4K +522 +3%
V
1195
ViaWealth
Kansas
$2.08M -$403K -3,372 -16%
KBFS
1196
Kohmann Bosshard Financial Services
Ohio
$2.08M -$37.6K -314 -2%
FFWA
1197
FRG Family Wealth Advisors
Washington
$2.08M +$375K +3,136 +22%
TPWA
1198
TRUE Private Wealth Advisors
Oregon
$2.07M -$51.1K -427 -2%
SF
1199
SWP Financial
California
$2.07M +$17K +142 +0.8%
CCM
1200
Coldstream Capital Management
Washington
$2.07M +$262K +2,190 +15%