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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
ACA
1801
Atlas Capital Advisors
Wyoming
$616K +$613K +5,129 New
RZH
1802
Relyea Zuckerberg Hanson
Connecticut
$616K +$77.3K +646 +14%
CHAM
1803
Clear Harbor Asset Management
Connecticut
$616K
GT
1804
GreatBanc Trust
Illinois
$615K -$14.1K -118 -2%
TFGT
1805
TS Financial Group (TSFG)
Illinois
$614K +$1.08K +9 +0.2%
SFP
1806
Strategic Financial Planning
Texas
$614K -$13.5K -113 -2%
TWG
1807
The Wealth Group
Minnesota
$614K -$35.4K -296 -5%
GC
1808
Granville Capital
North Carolina
$612K +$609K +5,091 New
GHAM
1809
Gilman Hill Asset Management
Connecticut
$610K
KWM
1810
KW Wealth Management
California
$608K -$4.78K -40 -0.8%
ST
1811
Somerset Trust
Pennsylvania
$608K
GC
1812
GatePass Capital
Ohio
$604K +$200K +1,672 +50%
LPFG
1813
Landing Point Financial Group
Ohio
$601K -$52.9K -442 -8%
AC
1814
Allstate Corporation
Illinois
$601K
NAS
1815
Nicolet Advisory Services
Wisconsin
$598K +$99.1K +829 +21%
MG
1816
Marex Group
$597K -$74.6K -624 -11%
SSA
1817
Sierra Summit Advisors
Nevada
$596K -$68.8K -575 -10%
LWCFA
1818
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$596K
DKCM
1819
Davidson Kahn Capital Management
California
$595K -$4.78K -40 -0.8%
PCMF
1820
Private Capital Management (Florida)
Florida
$594K -$12K -100 -2%
LOPW
1821
Live Oak Private Wealth
North Carolina
$593K +$2.63K +22 +0.4%
NRG
1822
Nemes Rush Group
Michigan
$591K +$502K +4,197 +585%
VAG
1823
VisionPoint Advisory Group
Texas
$591K +$113K +946 +24%
FP
1824
Financial Perspectives
Minnesota
$590K +$20.1K +168 +4%
SIC
1825
Salem Investment Counselors
North Carolina
$589K +$11.4K +95 +2%