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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
GWANC
1551
Guardian Wealth Advisors (North Carolina)
North Carolina
$992K -$48.8K -408 -5%
AT
1552
American Trust
Kentucky
$988K -$56.3K -471 -5%
STCOSD
1553
Sageworth Trust Company of South Dakota
South Dakota
$986K
WKSWA
1554
White Knight Strategic Wealth Advisors
New Jersey
$979K +$136K +1,135 +16%
CA
1555
Calton & Associates
Florida
$974K +$108K +905 +13%
OCM
1556
Objective Capital Management
Ohio
$971K +$24.4K +204 +3%
SHJ
1557
Sharkey, Howes & Javer
Colorado
$968K -$196K -1,641 -17%
MFT
1558
Moisand Fitzgerald Tamayo
Florida
$967K -$2.75K -23 -0.3%
PSF
1559
Pacific Sun Financial
California
$967K -$14.4K -120 -1%
GKWIM
1560
Gerber Kawasaki Wealth & Investment Management
California
$967K -$40.2K -336 -4%
FFA
1561
First Foundation Advisors
California
$960K -$15.3K -128 -2%
VAG
1562
Vannoy Advisory Group
Texas
$957K
1IA
1563
1834 Investment Advisors
Wisconsin
$952K +$12.6K +105 +1%
IA
1564
Insight Advisors
Pennsylvania
$951K +$38.4K +321 +4%
PA
1565
Probity Advisors
Texas
$951K -$12K -100 -1%
TIM
1566
Thompson Investment Management
Wisconsin
$949K +$34K +284 +4%
PWP
1567
Phillips Wealth Planners
Mississippi
$946K +$607K +5,078 +231%
MGWM
1568
Marks Group Wealth Management
Minnesota
$945K
FB
1569
First Bancorp
Maine
$938K -$3.47K -29 -0.4%
TPA
1570
Trivium Point Advisory
Connecticut
$938K -$4.78K -40 -0.5%
OCM
1571
Orion Capital Management
California
$938K -$2.75K -23 -0.3%
PWA
1572
Pitcairn Wealth Advisors
Pennsylvania
$937K +$933K +7,798 New
EMAM
1573
Encompass More Asset Management
California
$935K +$931K +7,783 New
ISFAN
1574
Investor's Fiduciary Advisor Network
Washington
$935K +$701K +5,862 +305%
PHWA
1575
Petersen Hastings Wealth Advisors
Washington
$933K +$929K +7,765 New