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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
RFN
1326
RDA Financial Network
Iowa
$1.52M -$135K -1,131 -8%
O3W
1327
Omni 360 Wealth
New Jersey
$1.52M -$837 -7 -0.1%
SWM
1328
Sherman Wealth Management
Maryland
$1.52M +$1.51M +12,652 New
DWM
1329
DecisionMap Wealth Management
Virginia
$1.52M -$1.34M -11,209 -47%
ACA
1330
Alpha Capital Advisors
Maine
$1.51M +$1.43M +11,971 New
KOMWMG
1331
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.51M -$198K -1,658 -12%
PT
1332
Plimoth Trust
Massachusetts
$1.51M +$20.9K +175 +1%
IAIM
1333
International Assets Investment Management
Florida
$1.5M +$479K +4,009 +47%
MWM
1334
Mascagni Wealth Management
Mississippi
$1.49M -$132K -1,106 -8%
DWP
1335
Destiny Wealth Partners
Florida
$1.49M -$1.2K -10 -0.1%
AG
1336
AlTi Global
New York
$1.49M +$131K +1,096 +10%
IAS
1337
Investment Advisory Services
Texas
$1.49M -$100K -840 -6%
SMWM
1338
Silvia McColl Wealth Management
California
$1.49M -$203K -1,700 -12%
PAIM
1339
Punch & Associates Investment Management
Minnesota
$1.49M +$1.47M +12,281 +12,927%
ATWA
1340
Arbor Trust Wealth Advisors
Michigan
$1.49M -$108K -902 -7%
NWMP
1341
Noble Wealth Management PBC
Colorado
$1.48M -$69.5K -581 -4%
PGAM
1342
Princeton Global Asset Management
New Jersey
$1.48M +$3.95K +33 +0.3%
RFA
1343
Resurgent Financial Advisors
Georgia
$1.48M +$60K +502 +4%
MIC
1344
Meridian Investment Counsel
California
$1.47M
EIA
1345
Eldridge Investment Advisors
New Hampshire
$1.46M -$2.99K -25 -0.2%
RT
1346
Rockland Trust
Massachusetts
$1.46M +$96.6K +808 +7%
EWA
1347
EverSource Wealth Advisors
Alabama
$1.45M +$39.2K +328 +3%
CSPIA
1348
Cary Street Partners Investment Advisory
Virginia
$1.44M +$1.43M +11,937 +17,554%
PPA
1349
Pacific Point Advisors
California
$1.44M
NDBT
1350
North Dallas Bank & Trust
Texas
$1.44M +$1.43M +11,990 New