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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
WPC
1676
White Pine Capital
Minnesota
$752K +$11.8K +99 +2%
PTB
1677
Pioneer Trust Bank
Oregon
$751K
BC
1678
Brio Consultants
California
$749K -$56.4K -472 -7%
SCA
1679
Stokes Capital Advisors
South Carolina
$745K +$42.6K +356 +6%
CWS
1680
Cypress Wealth Services
California
$745K +$459K +3,834 +162%
SNB
1681
Security National Bank
Nebraska
$744K -$88.5K -740 -11%
ACM
1682
Ardent Capital Management
Ohio
$743K
LW
1683
Livet Wealth
Utah
$743K +$739K +6,183 New
WE
1684
Wealth Effects
Massachusetts
$743K +$23.9K +200 +3%
CFD
1685
Creative Financial Designs
Indiana
$741K -$148K -1,238 -17%
WIA
1686
Wetzel Investment Advisors
Indiana
$738K -$19.1K -160 -3%
RWP
1687
Ridgeline Wealth Planning
Ohio
$735K -$62.1K -519 -8%
TI
1688
Truepoint Inc
Ohio
$730K -$6.46K -54 -0.9%
EAN
1689
Excelsior Advisor Network
Colorado
$730K +$726K +6,073 New
TCWM
1690
Total Clarity Wealth Management
Illinois
$729K +$165K +1,378 +29%
WTA
1691
Washington Trust Advisors
Massachusetts
$728K -$3.23K -27 -0.4%
RhumbLine Advisers
1692
RhumbLine Advisers
Massachusetts
$727K -$4.88M -40,808 -87%
EAM
1693
Empirical Asset Management
Massachusetts
$725K -$48.6K -406 -6%
LWPC
1694
Legacy Wealth Partners (Colorado)
Colorado
$721K +$717K +5,998 New
MPWS
1695
McCarter Private Wealth Services
Massachusetts
$721K -$67.2K -562 -9%
ES
1696
ETF Store
Kansas
$719K -$39.3K -329 -5%
EPW
1697
Evolve Private Wealth
California
$718K +$715K +5,977 New
PFA
1698
Professional Financial Advisors
Nebraska
$716K -$2.75K -23 -0.4%
MSFS
1699
Main Street Financial Solutions
Pennsylvania
$715K +$60K +502 +9%
JC
1700
JB Capital
Connecticut
$714K +$85.6K +716 +14%