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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
CIR
1451
Clear Investment Research
Georgia
$1.21M -$3.59K -30 -0.3%
Legacy Financial Group (Iowa)
1452
Legacy Financial Group (Iowa)
Iowa
$1.21M +$1.08K +9 +0.1%
SC
1453
Solstein Capital
California
$1.21M
SLFPAM
1454
St. Louis Financial Planners Asset Management
Missouri
$1.21M +$1.2M +10,069 New
SWM
1455
SHP Wealth Management
Massachusetts
$1.21M +$1.2M +10,052 New
CKAIS
1456
Christensen King & Associates Investment Services
Washington
$1.21M +$15.7K +131 +1%
SQA
1457
Simon Quick Advisors
New Jersey
$1.2M +$327K +2,734 +37%
PC
1458
Port Capital
Illinois
$1.2M +$9.57K +80 +0.8%
ACP
1459
Aviance Capital Partners
Florida
$1.2M +$4.66K +39 +0.4%
USCWA
1460
U.S. Capital Wealth Advisors
Texas
$1.2M -$477K -3,989 -29%
SG
1461
Sherry Group
Arkansas
$1.2M +$1.18M +9,877 New
GCM
1462
Glaxis Capital Management
Florida
$1.2M +$1.2M +10,000 New
NWA
1463
Northwest Wealth Advisors
Washington
$1.2M +$1.19M +9,984 New
RWM
1464
Riverchase Wealth Management
Texas
$1.2M
IFA
1465
Index Fund Advisors
California
$1.19M -$35.6K -298 -3%
SI
1466
Severin Investments
Missouri
$1.19M +$210K +1,752 +22%
BFM
1467
Broadview Financial Management
Wisconsin
$1.18M -$5.26K -44 -0.4%
CWA
1468
Centennial Wealth Advisory
Michigan
$1.18M +$1.17M +9,793 New
TVAMP
1469
Tennessee Valley Asset Management Partners
Tennessee
$1.17M -$131K -1,099 -10%
TNA
1470
True North Advisors
Texas
$1.17M +$1.17M +9,753 New
BWA
1471
BlueChip Wealth Advisors
Georgia
$1.17M +$21.2K +177 +2%
AOWM
1472
Alpha Omega Wealth Management
Virginia
$1.17M -$3.95K -33 -0.3%
EWP
1473
Equity Wealth Partners
Missouri
$1.17M +$13.3K +111 +1%
FF
1474
Farnam Financial
Arizona
$1.17M -$67.3K -563 -5%
RC
1475
Roundview Capital
New Jersey
$1.16M