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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
CCA
1226
Cora Capital Advisors
New Jersey
$1.94M -$96.4K -806 -5%
FCB
1227
First County Bank
Connecticut
$1.93M -$89.1K -745 -4%
HNWAG
1228
High Net Worth Advisory Group
Florida
$1.92M +$39.9K +334 +2%
AA
1229
Armis Advisers
Georgia
$1.92M -$174K -1,459 -8%
CIA
1230
Choate Investment Advisors
Massachusetts
$1.91M -$3.32M -27,766 -64%
MC
1231
Moors & Cabot
Massachusetts
$1.91M +$208K +1,738 +12%
CB
1232
Cadence Bank
Mississippi
$1.9M -$61.8K -517 -3%
JPWM
1233
Jamison Private Wealth Management
Georgia
$1.9M +$83.5K +698 +5%
MB
1234
MidFirst Bank
Oklahoma
$1.9M +$1.89M +15,807 New
FB
1235
Fulton Bank
Pennsylvania
$1.9M +$295K +2,469 +19%
ABWM
1236
Alpine Bank Wealth Management
Colorado
$1.9M
BOJHT
1237
Bank of Jackson Hole Trust
Wyoming
$1.89M +$47.7K +399 +3%
QWM
1238
Quadcap Wealth Management
Texas
$1.88M -$14.6K -122 -0.8%
RL
1239
Rogco LP
Oklahoma
$1.87M +$63.4K +530 +4%
Nisa Investment Advisors
1240
Nisa Investment Advisors
Missouri
$1.86M +$1.85M +15,443 New
SPF
1241
South Plains Financial
Texas
$1.85M
NB
1242
NBT Bank
New York
$1.85M +$14K +117 +0.8%
RGF
1243
Retirement Guys Formula
Ohio
$1.85M +$41.5K +347 +2%
OCA
1244
OpenArc Corporate Advisory
Georgia
$1.85M +$1.84M +15,398 New
SFG
1245
Sunburst Financial Group
Alabama
$1.85M -$5.14K -43 -0.3%
CWM
1246
Compass Wealth Management
Connecticut
$1.85M -$90.8K -759 -5%
HOWA
1247
Hudson Oak Wealth Advisory
New Jersey
$1.85M +$1.84M +15,360 New
RSVP
1248
Ramsay Stattman Vela & Price
Colorado
$1.84M +$325K +2,718 +22%
AFG
1249
ABLE Financial Group
Arizona
$1.84M -$718 -6 -0%
CA
1250
Cambridge Advisors
Nebraska
$1.83M +$194K +1,626 +12%