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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
IA
1351
Integrity Alliance
Iowa
$1.44M +$490K +4,100 +52%
FPW
1352
Flagship Private Wealth
Massachusetts
$1.44M +$18.5K +155 +1%
ONST
1353
Old North State Trust
North Carolina
$1.44M -$56.1K -469 -4%
CC
1354
Corsicana & Co
Texas
$1.44M +$103K +860 +8%
CWWM
1355
Curry Webb Wealth Management
Indiana
$1.43M +$1.43M +11,919 New
VCM
1356
Vivaldi Capital Management
Illinois
$1.43M -$42.9K -359 -3%
SPC
1357
Spirepoint Private Client
Florida
$1.43M +$64.6K +540 +5%
HCM
1358
Howland Capital Management
Massachusetts
$1.43M +$23.9K +200 +2%
UB
1359
Umpqua Bank
Oregon
$1.43M -$1.79K -15 -0.1%
I
1360
INVST
Indiana
$1.43M +$1.01M +8,428 +243%
HCP
1361
Hardin Capital Partners
South Carolina
$1.42M +$16.6K +139 +1%
ACIM
1362
Azimuth Capital Investment Management
Michigan
$1.42M +$478K +4,000 +51%
PWP
1363
PrairieView Wealth Partners
Illinois
$1.42M -$17.9K -150 -1%
SCM
1364
SB Capital Management
California
$1.41M +$1.41M +11,760 New
TIAAOA
1365
Teachers Insurance & Annuity Association of America
New York
$1.41M -$65.7K -549 -4%
SIAS
1366
Summit Investment Advisory Services
Minnesota
$1.41M +$241K +2,015 +21%
TA
1367
TruWealth Advisors
Louisiana
$1.41M +$65.5K +548 +5%
AIM
1368
Anchor Investment Management
South Carolina
$1.41M +$64.6K +540 +5%
VFS
1369
Valpey Financial Services
New Hampshire
$1.41M +$24.5K +205 +2%
A
1370
Alongside
Texas
$1.4M +$1.39M +11,663 New
NRC
1371
New Republic Capital
North Carolina
$1.4M -$260K -2,173 -16%
CST
1372
Charles Schwab Trust
Nevada
$1.39M -$1.82M -15,251 -57%
PA
1373
Powerhouse Assets
Massachusetts
$1.39M +$1.39M +11,597 New
LC
1374
LCNB Corp
Ohio
$1.39M -$8.97K -75 -0.6%
RMP
1375
Richards, Merrill & Peterson
Washington
$1.39M -$19.9K -166 -1%