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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
GI
1476
GS Investments
Minnesota
$1.16M -$126K -1,054 -10%
BW
1477
BIP Wealth
Georgia
$1.16M +$92.7K +775 +9%
AIA
1478
AssuredPartners Investment Advisors
Florida
$1.15M +$52K +435 +5%
FB
1479
Finward Bancorp
Indiana
$1.15M +$31.9K +267 +3%
VCP
1480
Vista Capital Partners
Oregon
$1.15M -$8.73K -73 -0.8%
BEAM
1481
Baker Ellis Asset Management
Washington
$1.15M
GSEP
1482
Golden State Equity Partners
California
$1.14M -$48.8K -408 -4%
CMAI
1483
Capital Management Associates Inc
Minnesota
$1.14M +$43.3K +362 +4%
RIA
1484
RPG Investment Advisory
California
$1.13M +$124K +1,036 +12%
FCFC
1485
First Commonwealth Financial Corp
Pennsylvania
$1.13M
OC
1486
Opinicus Capital
Florida
$1.12M +$4.07K +34 +0.4%
WC
1487
Waterloo Capital
Texas
$1.12M +$1.55K +13 +0.1%
EFH
1488
Eaton Financial Holdings
Florida
$1.11M -$97K -811 -8%
WC
1489
Woodstock Corp
Massachusetts
$1.11M
LWP
1490
Laurel Wealth Planning
Minnesota
$1.11M -$134K -1,119 -11%
PB
1491
Prosperity Bancshares
Texas
$1.11M +$1.1M +9,228 New
PWS
1492
Pursuit Wealth Strategies
North Carolina
$1.11M +$1.1M +9,221 New
MSRPS
1493
Maryland State Retirement & Pension System
Maryland
$1.11M +$167K +1,396 +18%
NWMG
1494
National Wealth Management Group
Ohio
$1.11M +$69.7K +583 +7%
NCM
1495
Nelson Capital Management
California
$1.1M -$71.6K -599 -6%
BFWM
1496
Bright Futures Wealth Management
New York
$1.1M +$28.1K +235 +3%
FPCG
1497
Forum Private Client Group
Indiana
$1.1M -$73K -610 -6%
CAM
1498
Chandler Asset Management
California
$1.1M
MAM
1499
MMA Asset Management
Pennsylvania
$1.1M +$144K +1,208 +15%
1WA
1500
180 Wealth Advisors
Washington
$1.1M +$86.1K +720 +9%