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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
MCP
1601
Miller Capital Partners
Michigan
$898K +$893K +7,468 New
TPW
1602
TL Private Wealth
Texas
$897K -$130K -1,084 -13%
EIA
1603
Edgemoor Investment Advisors
Maryland
$896K -$186K -1,555 -17%
MEAC
1604
M.E. Allison & Co
Texas
$887K
RIS
1605
Richmond Investment Services
Wisconsin
$886K +$163K +1,364 +23%
CA
1606
Claro Advisors
Massachusetts
$881K +$2.63K +22 +0.3%
AWM
1607
Angeles Wealth Management
California
$879K +$17K +142 +2%
RLWM
1608
RF&L Wealth Management
Massachusetts
$879K +$17.9K +150 +2%
LIM
1609
Loudon Investment Management
New Hampshire
$877K +$240K +2,005 +38%
SM
1610
Sensible Money
Arizona
$876K +$120 +1 +0%
ACA
1611
American Capital Advisory
Idaho
$875K +$1.79K +15 +0.2%
IP
1612
Ignite Planners
California
$874K +$42.7K +357 +5%
RFW
1613
Redwood Family Wealth
Texas
$869K +$865K +7,232 New
DWM
1614
Diversify Wealth Management
Utah
$869K +$335K +2,799 +69%
CPA
1615
Cardiff Park Advisors
California
$868K +$2.99K +25 +0.3%
TCM
1616
Tanaka Capital Management
New York
$865K -$5.92M -49,475 -34%
KWA
1617
Kondo Wealth Advisors
California
$865K
WCM
1618
Winthrop Capital Management
Indiana
$859K -$4.54K -38 -0.5%
LI
1619
LVZ Inc
Michigan
$850K -$1.92M -16,056 -69%
WOSD
1620
WFA of San Diego
California
$849K -$40.9K -342 -5%
PWM
1621
PTM Wealth Management
United States
$848K -$20.3K -170 -2%
SHFA
1622
SC&H Financial Advisors
Maryland
$845K +$2.27K +19 +0.3%
PIA
1623
Powell Investment Advisors
Florida
$845K +$3.95K +33 +0.5%
M
1624
MOTCO
Texas
$844K -$2.75K -23 -0.3%
TPWM
1625
Twelve Points Wealth Management
Massachusetts
$844K +$799K +6,678 New