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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
EB
1651
Emprise Bank
Kansas
$791K
SL
1652
SWMG LLC
Texas
$791K -$61.4K -513 -8%
TWM
1653
Trueblood Wealth Management
Ohio
$790K +$60.2K +503 +8%
OFG
1654
Oxford Financial Group
Indiana
$788K -$217K -1,811 -22%
KWM
1655
KMT Wealth Management
California
$786K -$220K -1,841 -22%
BO
1656
Bank OZK
Arkansas
$778K
LCC
1657
Lincoln Capital Corp
Rhode Island
$778K
CIS
1658
Connors Investor Services
Pennsylvania
$777K +$82.6K +691 +12%
ClearBridge Investments
1659
ClearBridge Investments
New York
$774K
ITIM
1660
Indiana Trust & Investment Management
Indiana
$768K -$133K -1,113 -15%
TCM
1661
Traynor Capital Management
Pennsylvania
$767K -$370K -3,095 -33%
NB
1662
Nicolet Bankshares
Wisconsin
$765K +$90.5K +757 +13%
S
1663
SignatureFD
Georgia
$765K +$37.8K +316 +5%
KFI
1664
Key Financial Inc
Pennsylvania
$764K +$8.25K +69 +1%
CFO
1665
Collective Family Office
Pennsylvania
$764K +$157K +1,310 +26%
SWP
1666
Strategic Wealth Partners
Ohio
$763K +$53.6K +448 +8%
AL
1667
ADE LLC
Maryland
$762K -$2.39K -20 -0.3%
GCA
1668
Gradient Capital Advisors
California
$761K +$120 +1 +0%
HFW
1669
Horizon Family Wealth
Illinois
$759K +$3.11K +26 +0.4%
GIP
1670
Granite Investment Partners
California
$759K +$603K +5,045 +397%
BWM
1671
BKM Wealth Management
Wisconsin
$758K -$69.6K -582 -8%
SPIO
1672
Seven Post Investment Office
California
$757K
AWA
1673
Acorn Wealth Advisors
Michigan
$756K -$72.2K -604 -9%
KA
1674
KLCM Advisors
Wisconsin
$754K +$751K +6,278 New
KSB
1675
Kennebec Savings Bank
Maine
$752K