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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
SLC
1201
Second Line Capital
Louisiana
$2.07M -$196K -1,636 -9%
GDP
1202
Great Diamond Partners
Maine
$2.06M -$49.4K -413 -2%
MIC
1203
Means Investment Company
Maine
$2.06M -$73.8K -617 -3%
AWM
1204
Accurate Wealth Management
Florida
$2.06M +$96K +803 +5%
HNB
1205
Hilltop National Bank
Wyoming
$2.06M -$81.2K -679 -4%
SC
1206
Scotia Capital
Ontario, Canada
$2.05M +$208K +1,739 +11%
CG
1207
Caprock Group
Idaho
$2.04M -$221K -1,845 -10%
EB
1208
Eastern Bank
Massachusetts
$2.03M +$516K +4,317 +34%
CA
1209
Continuum Advisory
Idaho
$2.02M -$141K -1,177 -7%
MPM
1210
Meritage Portfolio Management
Kansas
$2.02M -$34.7K -290 -2%
BPC
1211
Bearing Point Capital
Minnesota
$2.01M +$77.7K +650 +4%
JAA
1212
Joel Adams & Associates
North Carolina
$2M +$71.6K +599 +4%
TWM
1213
Thrive Wealth Management
Pennsylvania
$2M +$66.1K +553 +3%
Russell Investments Group
1214
Russell Investments Group
United Kingdom
$2M +$652K +5,451 +49%
PIMG
1215
Patriot Investment Management Group
Tennessee
$1.99M -$4.78K -40 -0.2%
RM
1216
RCW Management
Florida
$1.98M +$1.97M +16,507 New
RBFC
1217
Roman Butler Fullerton & Co
Missouri
$1.98M +$22.1K +185 +1%
UWP
1218
Uniting Wealth Partners
Kansas
$1.98M -$1.08K -9 -0.1%
IP
1219
Indivisible Partners
Florida
$1.98M +$1.97M +16,481 New
CAL
1220
Capital Advisors Ltd
Ohio
$1.98M -$166K -1,385 -8%
SCA
1221
St. Clair Advisors
Ohio
$1.97M +$151K +1,262 +8%
CFP
1222
Cypress Financial Planning
New Jersey
$1.96M -$34K -284 -2%
WP
1223
WealthShield Partners
North Carolina
$1.96M +$67.2K +562 +4%
FWM
1224
Forza Wealth Management
Florida
$1.95M -$8.01K -67 -0.4%
Barclays
1225
Barclays
United Kingdom
$1.94M -$584K -4,882 -23%