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iShares Core S&P Small-Cap ETF

2,720 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 343 funds opening new positions, 1,056 increasing their positions, 1,026 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 343 | Existing positions closed: 96

8% more funds holding

Funds holding: 2,5222,720 (+198)

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
2,720
Holders Change
+198
Holders Change %
+7.85%
% 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
3.8%
New
343
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
GWM
1851
GDS Wealth Management
Texas
$559K +$27K +226 +5%
RPCA
1852
Running Point Capital Advisors
California
$558K
HVIA
1853
Hudson Valley Investment Advisors
New York
$557K +$44.8K +375 +9%
WCM
1854
WealthBridge Capital Management
Ohio
$556K -$8.97K -75 -2%
C1AG
1855
Client 1st Advisory Group
Florida
$555K +$81.3K +680 +17%
PCA
1856
Peddock Capital Advisors
Massachusetts
$553K -$7.77K -65 -1%
LFG
1857
Lazard Frères Gestion
France
$553K
QP
1858
Quartz Partners
New York
$553K +$320K +2,673 +139%
FI
1859
Financial Insights
Washington
$552K +$321K +2,682 +140%
TC
1860
Trust Company
Kansas
$550K +$517K +4,322 +1,675%
WJWM
1861
Williams Jones Wealth Management
New York
$550K -$8.97K -75 -2%
FC
1862
Financial Council
Maryland
$549K
7WCP
1863
71 West Capital Partners
Massachusetts
$549K +$546K +4,568 New
DP
1864
DDD Partners
Washington
$548K +$6.58K +55 +1%
BB
1865
Berkshire Bank
Massachusetts
$547K -$14.9K -125 -3%
SVWG
1866
Shared Vision Wealth Group
United States
$544K -$19.1K -160 -4%
TCM
1867
Tassel Capital Management
North Carolina
$543K +$3.95K +33 +0.7%
PFG
1868
Pinnacle Financial Group
Illinois
$542K -$20.6K -172 -4%
BWP
1869
BSW Wealth Partners
Colorado
$542K -$7.18K -60 -1%
DA
1870
Doliver Advisors
Texas
$540K
SFAM
1871
Sawyer Falduto Asset Management
Illinois
$540K +$538K +4,496 New
SIM
1872
Studio Investment Management
Illinois
$539K -$45.6K -381 -8%
SAM
1873
Synergy Asset Management
Washington
$539K -$1.1M -9,166 -67%
WAG
1874
Winthrop Advisory Group
Massachusetts
$538K -$24.4K -204 -4%
CAM
1875
Clark Asset Management
New Hampshire
$536K -$118K -987 -18%