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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
MW
1826
Maia Wealth
Colorado
$589K +$2.99K +25 +0.6%
FPW
1827
Flywheel Private Wealth
California
$588K
GS
1828
GWN Securities
Florida
$588K +$2.15K +18 +0.4%
EV
1829
EJMK Ventures
Illinois
$583K +$580K +4,851 New
FWM
1830
FMB Wealth Management
California
$582K
B
1831
Bayban
Minnesota
$581K +$578K +4,832 New
SFO
1832
Stokes Family Office
Louisiana
$580K +$55.8K +467 +11%
MA
1833
Modus Advisors
Minnesota
$579K -$66.7K -558 -10%
PP
1834
Postrock Partners
Oregon
$577K
PCA
1835
Prosperity Capital Advisors
Ohio
$576K -$46.3K -387 -7%
BWM
1836
BCS Wealth Management
Tennessee
$573K +$283K +2,363 +98%
SWM
1837
SFG Wealth Management
Maryland
$571K +$43.2K +361 +8%
PP
1838
Patten & Patten
Tennessee
$571K -$718 -6 -0.1%
ULWM
1839
Upper Left Wealth Management
Florida
$569K -$13K -109 -2%
AA
1840
Argent Advisors
Louisiana
$568K
LWM
1841
Lakeridge Wealth Management
Ohio
$567K +$3.71K +31 +0.7%
CCT
1842
Capital City Trust
Florida
$567K
GPWM
1843
Grant Private Wealth Management
California
$565K
BF
1844
Bonfire Financial
Colorado
$564K +$21.6K +181 +4%
JWM
1845
JGP Wealth Management
Oregon
$564K +$14.1K +118 +3%
NSIM
1846
North Star Investment Management
Illinois
$563K -$7.29K -61 -1%
CIAS
1847
CBIZ Investment Advisory Services
Ohio
$562K +$14.4K +120 +3%
CF
1848
Claris Financial
Virginia
$562K +$245K +2,048 +78%
FF
1849
Finley Financial
Nevada
$560K
First Trust Advisors
1850
First Trust Advisors
Illinois
$559K +$9.33K +78 +2%