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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
AWM
1401
Aprio Wealth Management
Georgia
$1.34M -$145K -1,216 -22%
FWIA
1402
Fort Washington Investment Advisors
Ohio
$1.34M -$158K -1,323 -11%
ACG
1403
Allen Capital Group
Nebraska
$1.34M -$74.5K -623 -5%
BI
1404
Beckerman Institutional
New Jersey
$1.34M -$5.14K -43 -0.4%
CAM
1405
Congress Asset Management
Massachusetts
$1.33M -$122K -1,023 -8%
IFWM
1406
Institute for Wealth Management
Colorado
$1.33M +$207K +1,730 +19%
B
1407
Bedminster
South Carolina
$1.33M +$1.32M +11,045 New
AT
1408
Arlington Trust
Alabama
$1.32M +$492K +4,118 +60%
PAG
1409
Paladin Advisory Group
Iowa
$1.32M -$8.13K -68 -0.6%
FCM
1410
Firestone Capital Management
Florida
$1.32M +$25.4K +212 +2%
FDW
1411
Fourth Dimension Wealth
Ohio
$1.31M -$27.1K -227 -2%
CWS
1412
Confluence Wealth Services
Pennsylvania
$1.31M +$597K +4,994 +84%
FCA
1413
FLC Capital Advisors
California
$1.31M
EWA
1414
Exencial Wealth Advisors
Oklahoma
$1.31M +$53.8K +450 +4%
VFG
1415
Valley Financial Group
Pennsylvania
$1.3M -$635K -5,308 -33%
KCM
1416
Kathmere Capital Management
Pennsylvania
$1.3M -$1.08M -9,046 -46%
IIC
1417
Integrated Investment Consultants
Michigan
$1.3M +$13.4K +112 +1%
HSWS
1418
Higgins & Schmidt Wealth Strategies
Colorado
$1.3M -$17.1K -143 -1%
KLCM
1419
KG&L Capital Management
Louisiana
$1.29M -$45K -376 -3%
WMN
1420
Wealth Management Nebraska
Nebraska
$1.29M -$64.9K -543 -5%
NAM
1421
NorthCrest Asset Manangement
Minnesota
$1.29M -$8.61K -72 -0.7%
CWM
1422
Chemistry Wealth Management
New York
$1.29M -$25.8K -216 -2%
TFP
1423
Tilia Fiduciary Partners
North Carolina
$1.29M -$57.5K -481 -4%
TAM
1424
Tocqueville Asset Management
New York
$1.29M +$1.28M +10,706 New
CFG
1425
Compton Financial Group
Maryland
$1.29M -$82.4K -689 -6%