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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
CP
1701
Creekside Partners
California
$711K +$598 +5 +0.1%
YIH
1702
Y-Intercept (HK)
Hong Kong
$711K +$707K +5,913 New
BFA
1703
Beacon Financial Advisory
Ohio
$709K -$78.9K -660 -10%
MLL
1704
Moody Lynn & Lieberson
Massachusetts
$709K +$8.13K +68 +1%
LCM
1705
Lazari Capital Management
California
$709K +$9.57K +80 +1%
RW
1706
Rockport Wealth
Ohio
$708K -$415K -3,471 -37%
MWM
1707
McNaughton Wealth Management
California
$707K +$359 +3 +0.1%
MWA
1708
Meridian Wealth Advisors
Texas
$706K -$718 -6 -0.1%
AWA
1709
Argos Wealth Advisors
California
$706K +$702K +5,871 New
FHC
1710
First Heartland Consultants
Missouri
$705K -$78.2K -654 -10%
AA
1711
Advisory Alpha
Michigan
$705K -$5.62K -47 -0.8%
DFG
1712
Dupree Financial Group
Kentucky
$703K -$8.49K -71 -1%
LNB
1713
Ledyard National Bank
$702K +$19.9K +166 +3%
YWM
1714
Yukon Wealth Management
Kansas
$701K -$119K -991 -15%
DWM
1715
Daner Wealth Management
Georgia
$700K -$239 -2 -0%
IIA
1716
Integral Investment Advisors
California
$700K +$39.6K +331 +6%
MWA
1717
Motive Wealth Advisors
Michigan
$699K -$957 -8 -0.1%
KA
1718
Kearns & Associates
California
$698K
GAG
1719
GM Advisory Group
New York
$698K +$210K +1,754 +43%
MSG
1720
Main Street Group
Virginia
$696K +$23.2K +194 +3%
JCM
1721
Janney Capital Management
Pennsylvania
$696K -$3.47K -29 -0.5%
BA
1722
Brightwater Advisory
Florida
$696K -$10.9K -91 -2%
KW
1723
Keyvantage Wealth
Pennsylvania
$695K -$137K -1,149 -17%
AAMA
1724
Advanced Asset Management Advisors
Ohio
$695K
DSA
1725
Droms Strauss Advisors
Missouri
$691K -$15.4K -129 -2%