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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
BC
1626
Barrett & Company
Rhode Island
$843K +$120 +1 +0%
WPC
1627
Waters Parkerson & Co
Louisiana
$843K
STB
1628
S&T Bank
Pennsylvania
$843K -$64.8K -542 -7%
FNT
1629
First Nebraska Trust
Nebraska
$842K +$838K +7,007 New
ACM
1630
Advisors Capital Management
New Jersey
$842K -$9.69K -81 -1%
PCA
1631
Pallas Capital Advisors
Massachusetts
$837K +$253K +2,114 +44%
PVI
1632
Pine Valley Investments
New Jersey
$834K -$8.37K -70 -1%
CAWM
1633
Capital Advisors Wealth Management
Washington
$832K -$107K -897 -11%
EFN
1634
Equita Financial Network
Pennsylvania
$832K +$65.4K +547 +9%
M
1635
MATAURO
New York
$827K -$6.58K -55 -0.8%
LFG
1636
Larson Financial Group
Missouri
$826K -$64.8K -542 -7%
DS
1637
DRW Securities
Illinois
$821K +$449K +3,755 +122%
RIG
1638
RiverFront Investment Group
Virginia
$817K +$2.15K +18 +0.3%
RFP
1639
Root Financial Partners
California
$815K -$45K -376 -5%
WLIM
1640
White Lighthouse Investment Management
Massachusetts
$814K +$5.98K +50 +0.7%
BLC
1641
Brown, Lisle/Cummings
Rhode Island
$812K -$38.7K -324 -5%
DACG
1642
Donor Advised Charitable Giving
California
$810K -$28.6K -239 -3%
CPP
1643
Capasso Planning Partners
South Carolina
$804K -$32.4K -271 -4%
CFG
1644
Cooper Financial Group
California
$803K +$64.5K +539 +9%
HWM
1645
Horizons Wealth Management
North Carolina
$799K
CNBOF
1646
City National Bank of Florida
Florida
$798K -$25.1K -210 -3%
CFS
1647
Commonwealth Financial Services
West Virginia
$795K +$239 +2 +0%
LCM
1648
LVM Capital Management
Michigan
$792K -$82.4K -689 -9%
MWM
1649
Mosley Wealth Management
California
$792K +$793K +6,634 New
PFBT
1650
Parkside Financial Bank & Trust
Missouri
$791K -$515K -4,304 -40%