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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
CCWM
1876
Correct Capital Wealth Management
Missouri
$536K
WHG
1877
Westwood Holdings Group
Texas
$536K -$68.2K -570 -11%
SWA
1878
Strategies Wealth Advisors
Michigan
$536K -$42.3K -354 -7%
SAM
1879
S.A. Mason
Michigan
$535K
HCMG
1880
Howard Capital Management Group
California
$535K
AAMC
1881
Asset Allocation & Management Company
Illinois
$534K
WPP
1882
Whalerock Point Partners
Rhode Island
$533K +$120 +1 +0%
VW
1883
Vantus Wealth
Pennsylvania
$532K +$530K +4,430 New
BBPWM
1884
Blue Bell Private Wealth Management
Pennsylvania
$531K +$718 +6 +0.1%
MCM
1885
MV Capital Management
Maryland
$530K +$718 +6 +0.1%
VCM
1886
Vines Capital Management
Louisiana
$530K +$527K +4,408 New
PWA
1887
Primoris Wealth Advisors
Florida
$529K -$11.8K -99 -2%
FA
1888
FC Advisory
Pennsylvania
$527K +$4.9K +41 +0.9%
AWM
1889
Avondale Wealth Management
Texas
$526K -$71.8K -600 -12%
NJIM
1890
Nabity-Jensen Investment Management
Nebraska
$526K
CPW
1891
Cove Private Wealth
New York
$525K
MWM
1892
Melfa Wealth Management
Massachusetts
$523K
CMP
1893
Courage Miller Partners
Virginia
$521K -$3.23K -27 -0.6%
IRP
1894
Investment Research Partners
Pennsylvania
$520K +$239 +2 +0%
SFFS
1895
Stonehage Fleming Financial Services
Jersey
$519K
GI
1896
GAMCO Investors
Connecticut
$519K -$18.7K -156 -3%
Jane Street
1897
Jane Street
New York
$517K -$4.62M -38,627 -90%
PI
1898
Parkside Investments
Illinois
$516K -$35.9K -300 -7%
BWP
1899
Balboa Wealth Partners
Arizona
$515K +$478 +4 +0.1%
LCM
1900
Leisure Capital Management
California
$515K