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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
CB
1751
CNB Bank
Pennsylvania
$670K +$2.75K +23 +0.4%
CA
1752
COFG Advisors
Illinois
$669K +$666K +5,569 New
EB
1753
Exchange Bank
California
$668K +$3.83K +32 +0.6%
VA
1754
VestGen Advisors
Illinois
$668K -$2.57M -21,516 -79%
HWA
1755
Hillcrest Wealth Advisors
New Jersey
$667K
RBC
1756
Roble Belko & Company
Pennsylvania
$666K -$7.53K -63 -1%
HA
1757
HFG Advisors
Ohio
$665K -$50K -418 -7%
CAMG
1758
CWA Asset Management Group
Florida
$664K -$28.8K -241 -4%
GF
1759
GGM Financials
Ohio
$662K -$2.15K -18 -0.3%
BRPW
1760
Ballast Rock Private Wealth
South Carolina
$662K +$658K +5,504 New
PRAG
1761
Portfolio Resources Advisor Group
Florida
$661K +$658K +5,503 New
SL
1762
SFM LLC
New Hampshire
$660K -$18.4K -154 -3%
RWA
1763
River Wealth Advisors
Pennsylvania
$659K -$9.69K -81 -1%
ARA
1764
Alexander Randolph Advisory
Virginia
$658K
CP
1765
Clarendon Private
Massachusetts
$656K +$239K +2,000 +58%
SAM
1766
SP Asset Management
California
$654K +$120 +1 +0%
IWS
1767
Insight Wealth Strategies
California
$653K -$64K -535 -9%
2WWM
1768
21 West Wealth Management
California
$653K
LL
1769
LPWM LLC
Minnesota
$653K +$650K +5,435 New
S
1770
Sunpointe
Missouri
$648K +$120 +1 +0%
GIPW
1771
Granite Islands Private Wealth
Connecticut
$648K +$645K +5,394 New
CAM
1772
Costello Asset Management
Pennsylvania
$646K -$2.39K -20 -0.4%
KFAS
1773
Keating Financial Advisory Services
Kansas
$645K +$642K +5,367 New
AIM
1774
Alhambra Investment Management
Florida
$643K -$1.32K -11 -0.2%
HPM
1775
Hoxton Planning & Management
West Virginia
$642K +$1.32K +11 +0.2%