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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
HWM
1576
Hohimer Wealth Management
Washington
$930K +$1.44K +12 +0.2%
SCG
1577
Sonata Capital Group
Washington
$929K -$33.4K -279 -3%
BAM
1578
Berkshire Asset Management
Pennsylvania
$928K -$69.2K -579 -7%
ZBNA
1579
Zions Bancorporation, National Association
Utah
$928K -$598 -5 -0.1%
CD
1580
Capital Developers
North Carolina
$926K +$921K +7,702 New
BW
1581
Balance Wealth
Ohio
$925K +$42.3K +354 +5%
TCM
1582
Tufton Capital Management
Maryland
$923K +$5.5K +46 +0.6%
PCH
1583
PGIM Custom Harvest
New Jersey
$917K -$33.5K -280 -4%
TSW
1584
Three Seasons Wealth
Utah
$917K -$66.6K -557 -7%
CGFA
1585
Colton Groome Financial Advisors
North Carolina
$914K
SVWAG
1586
Sound View Wealth Advisors Group
Georgia
$914K -$5.98K -50 -0.7%
CL
1587
COWA LLC
Oklahoma
$914K
OFG
1588
Opulen Financial Group
Virginia
$914K +$75K +627 +9%
CW
1589
CrossGen Wealth
North Carolina
$914K +$909K +7,601 New
BI
1590
BluePrint Investing
California
$913K +$908K +7,596 New
BWFA
1591
Baltimore-Washington Financial Advisors
Maryland
$912K -$52.6K -440 -5%
VIA
1592
Victrix Investment Advisors
Florida
$911K +$907K +7,581 New
CG
1593
Corundum Group
Colorado
$911K -$75.1K -628 -8%
CIM
1594
Cambria Investment Management
California
$908K +$606K +5,071 +204%
CFA
1595
Camarda Financial Advisors
Florida
$907K -$31.6K -264 -3%
CWM
1596
Centurion Wealth Management
Virginia
$906K +$9.69K +81 +1%
GWM
1597
Greenhouse Wealth Management
Connecticut
$903K +$3.71K +31 +0.4%
BC
1598
Bowman & Company
Wisconsin
$903K +$23.8K +199 +3%
TPW
1599
Transatlantique Private Wealth
New York
$901K
FG
1600
Foster Group
Iowa
$898K -$70.3K -588 -7%