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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
CPG
1726
Cornerstone Planning Group
New Jersey
$691K -$172K -1,438 -21%
OWA
1727
Outlook Wealth Advisors
Texas
$690K -$21.3K -178 -3%
HPA
1728
High Probability Advisors
New York
$689K +$260K +2,177 +61%
CCM
1729
Crew Capital Management
Ohio
$689K
CBT
1730
Crews Bank & Trust
Florida
$688K -$8.37K -70 -1%
AWM
1731
Adams Wealth Management
Utah
$687K +$20.6K +172 +3%
CI
1732
CacheTech Inc
Utah
$687K +$20.6K +172 +3%
STA
1733
Shade Tree Advisors
New York
$685K +$682K +5,700 New
BFG
1734
Bouchey Financial Group
New York
$685K -$1.55K -13 -0.2%
HA
1735
Helium Advisors
Washington
$684K -$105K -875 -13%
BCM
1736
Brookmont Capital Management
Texas
$684K +$4.78K +40 +0.7%
GA
1737
Greenspring Advisors
Maryland
$683K +$680K +5,682 New
AWA
1738
Alta Wealth Advisors
Massachusetts
$682K +$140K +1,173 +26%
Invesco
1739
Invesco
Georgia
$680K -$58.2K -487 -8%
SEEDPG
1740
S.E.E.D. Planning Group
New York
$680K -$14.9K -125 -2%
OPAM
1741
Ocean Park Asset Management
California
$680K -$63.3K -529 -9%
ME
1742
McIlrath & Eck
Washington
$678K -$35.9K -300 -5%
PTC
1743
Philadelphia Trust Company
Pennsylvania
$676K -$59.8K -500 -8%
AGC
1744
August Group Capital
$675K +$672K +5,616 New
AAG
1745
Armstrong Advisory Group
Massachusetts
$675K +$359 +3 +0.1%
AIS
1746
American Investment Services
Massachusetts
$673K -$22.5K -188 -3%
SFGP
1747
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$672K -$943K -7,883 -58%
FWI
1748
Facet Wealth Inc
Maryland
$672K +$284K +2,378 +82%
I
1749
InvesTrust
Oklahoma
$671K -$2.87K -24 -0.4%
AIFAIM
1750
American Institute for Advanced Investment Management
Arizona
$670K -$18.5K -155 -3%