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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
RWM
1251
Rockwood Wealth Management
Pennsylvania
$1.83M +$7.06K +59 +0.4%
GWM
1252
GSB Wealth Management
Connecticut
$1.82M -$118K -985 -6%
QFA
1253
Quattro Financial Advisors
Texas
$1.82M +$1.23M +10,254 +209%
PIM
1254
Penobscot Investment Management
Massachusetts
$1.82M -$19.1K -160 -1%
ICP
1255
Interchange Capital Partners
Pennsylvania
$1.81M +$359 +3 +0%
VT
1256
Vise Technologies
New York
$1.81M +$1.12M +9,331 +162%
HNWA
1257
Henrickson Nauta Wealth Advisors
Michigan
$1.81M +$869K +7,265 +100%
CCM
1258
Colorado Capital Management
Colorado
$1.81M -$49.2K -411 -3%
FPH
1259
Financial Planning Hawaii
Hawaii
$1.81M +$1.8M +15,063 New
PCM
1260
Prelude Capital Management
New York
$1.8M -$1.67K -14 -0.1%
ACP
1261
Arcus Capital Partners
Georgia
$1.79M -$188K -1,571 -10%
BWA
1262
BlueSky Wealth Advisors
North Carolina
$1.78M -$56.1K -469 -3%
BIM
1263
Baldwin Investment Management
Pennsylvania
$1.78M -$17.9K -150 -1%
LFG
1264
Leverty Financial Group
Wisconsin
$1.77M -$681K -5,697 -28%
CCA
1265
Carrera Capital Advisors
Michigan
$1.77M +$17.2K +144 +1%
TSS
1266
Two Sigma Securities
New York
$1.76M +$218K +1,823 +14%
FAI
1267
Fiduciary Advisors Inc
Missouri
$1.75M +$12.2K +102 +0.7%
EFG
1268
Ethos Financial Group
Pennsylvania
$1.75M -$30K -251 -2%
HAFG
1269
Hansen & Associates Financial Group
California
$1.75M -$97.8K -818 -6%
IPW
1270
Intergy Private Wealth
Colorado
$1.75M +$9.69K +81 +0.6%
WA
1271
Wilshire Advisors
California
$1.75M -$107K -898 -6%
SP
1272
SWS Partners
Ohio
$1.75M -$5.86K -49 -0.3%
SIA
1273
SeaBridge Investment Advisors
New Jersey
$1.74M
EI
1274
Ellevest Inc
New York
$1.73M -$38.5K -322 -2%
GSAM
1275
Grant Street Asset Management
Pennsylvania
$1.73M -$2.11M -17,641 -55%