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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
MA
1426
MONECO Advisors
Connecticut
$1.28M +$115K +958 +10%
ML
1427
MLP3 LLC
New Jersey
$1.28M +$1.28M +10,673 New
CWA
1428
Crusonia Wealth Advisors
Colorado
$1.28M +$1.27M +10,648 New
IAS
1429
Insigneo Advisory Services
Florida
$1.28M -$126K -1,052 -9%
TIAM2
1430
Tru Independence Asset Management 2
Oregon
$1.27M +$403K +3,367 +47%
TT
1431
TI-Trust
Illinois
$1.27M -$239 -2 -0%
PPW
1432
Pasadena Private Wealth
California
$1.27M +$9.09K +76 +0.7%
IJWM
1433
Inman Jager Wealth Management
Mississippi
$1.27M +$211K +1,767 +20%
NWP
1434
NerdWallet Wealth Partners
New York
$1.26M +$251K +2,098 +25%
ESB
1435
Essex Savings Bank
Connecticut
$1.26M -$3.59K -30 -0.3%
OLA
1436
Oliver Luxxe Assets
New Jersey
$1.26M +$63.3K +529 +5%
TTWM
1437
TCV Trust & Wealth Management
Virginia
$1.26M -$7.18K -60 -0.6%
CCA
1438
Clearwater Capital Advisors
Illinois
$1.25M -$1.2K -10 -0.1%
CFS
1439
Coordinated Financial Services
Colorado
$1.24M +$55.3K +462 +5%
LC
1440
Lincoln Capital
Nebraska
$1.24M -$2.39K -20 -0.2%
IA
1441
IFC Advisors
California
$1.24M
MWM
1442
Maltin Wealth Management
New Jersey
$1.23M +$25.8K +216 +2%
CIA
1443
Compass Ion Advisors
Pennsylvania
$1.23M -$101K -841 -8%
HWM
1444
HRC Wealth Management
Idaho
$1.22M +$53.7K +449 +5%
MWAM
1445
Manhattan West Asset Management
California
$1.22M -$137K -1,144 -10%
LSA
1446
Lansing Street Advisors
Pennsylvania
$1.22M +$5.62K +47 +0.5%
SIS
1447
Sound Income Strategies
Florida
$1.22M +$676K +5,656 +148%
ZIC
1448
ZWJ Investment Counsel
Georgia
$1.22M +$30.7K +257 +3%
LSWP
1449
Liberty Square Wealth Partners
Pennsylvania
$1.22M -$115K -958 -9%
WDG
1450
Wealth Dimensions Group
Ohio
$1.22M +$8.49K +71 +0.7%