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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
QPWM
1376
Quadrant Private Wealth Management
Pennsylvania
$1.39M +$16.3K +136 +1%
CIBC World Market
1377
CIBC World Market
Ontario, Canada
$1.39M -$6.58K -55 -0.5%
TRSOTSOK
1378
Teachers Retirement System of the State of Kentucky
Kentucky
$1.39M
Calamos Advisors
1379
Calamos Advisors
Illinois
$1.38M +$40.4K +338 +3%
TF
1380
Tudor Financial
Ohio
$1.37M +$122K +1,016 +10%
SI
1381
Saxon Interests
Texas
$1.37M -$83.7K -700 -6%
CWA
1382
Continuum Wealth Advisors
New York
$1.37M -$144K -1,202 -10%
OCA
1383
Odyssey Capital Advisors
Pennsylvania
$1.37M +$1.36M +11,409 New
Fisher Asset Management
1384
Fisher Asset Management
Washington
$1.37M +$526K +4,395 +63%
IAA
1385
Independent Advisor Alliance
North Carolina
$1.37M -$35.2K -294 -3%
TF
1386
Trek Financial
Arizona
$1.37M -$272K -2,275 -17%
OWP
1387
ORG Wealth Partners
Texas
$1.37M +$15.2K +127 +1%
CC
1388
Cadinha & Co
Hawaii
$1.36M -$205K -1,713 -13%
MIA
1389
Milestone Investment Advisors
Wisconsin
$1.36M -$28.5K -238 -2%
PA
1390
Procyon Advisors
Connecticut
$1.36M -$12.2K -102 -0.9%
SYBT
1391
Stock Yards Bank & Trust
Kentucky
$1.36M +$158K +1,324 +13%
GC
1392
Gilbert & Cook
Iowa
$1.36M -$6.94K -58 -0.5%
AO
1393
Advisor OS
Illinois
$1.36M -$51.1K -427 -4%
RWMH
1394
Riverpoint Wealth Management Holdings
Illinois
$1.36M +$35K +293 +3%
AWM
1395
AAF Wealth Management
Massachusetts
$1.35M -$131K -1,095 -9%
BAAM
1396
Baker Avenue Asset Management
California
$1.35M -$41.3K -345 -3%
SFP
1397
Sterling Financial Planning
New Jersey
$1.35M -$6.46K -54 -0.5%
SCM
1398
Sunbeam Capital Management
Georgia
$1.35M +$1.34M +11,232 New
NPA
1399
Nichols & Pratt Advisers
Massachusetts
$1.35M +$233K +1,950 +21%
SFG
1400
Sovereign Financial Group
Connecticut
$1.35M +$4.9K +41 +0.4%