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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
DWP
1901
Daymark Wealth Partners
Ohio
$513K +$3.83K +32 +0.8%
GHA
1902
GW Henssler & Associates
Georgia
$513K +$8.01K +67 +2%
GIA
1903
Guyasuta Investment Advisors
Pennsylvania
$512K -$8.37K -70 -2%
MI
1904
Moneywise Inc
Virginia
$511K -$158K -1,317 -24%
BPC
1905
Banque Pictet & Cie
Switzerland
$511K -$120K -1,000 -19%
EWM
1906
EPG Wealth Management
Georgia
$510K -$20.9K -175 -4%
PWS
1907
Peloton Wealth Strategists
Indiana
$509K +$150K +1,255 +42%
FI
1908
FWG Investments
Kentucky
$509K -$359 -3 -0.1%
PHIC
1909
Pine Haven Investment Counsel
Massachusetts
$508K
AFO
1910
Allie Family Office
Florida
$508K
NP
1911
Nilsine Partners
Colorado
$505K -$297K -2,480 -37%
MWA
1912
Medallion Wealth Advisors
Connecticut
$504K -$32.9K -275 -6%
LRIA
1913
Leonard Rickey Investment Advisors
Washington
$504K +$5.14K +43 +1%
NA
1914
Nautilus Advisors
California
$504K -$24.4K -204 -5%
COCM
1915
Charter Oak Capital Management
New Hampshire
$502K -$34.6K -289 -6%
TPF
1916
Tribridge Partners Financial
Maryland
$500K +$11.8K +99 +2%
CWM
1917
Concentrum Wealth Management
California
$500K +$101K +843 +25%
DQRIM
1918
Dale Q Rice Investment Management
Washington
$499K -$68.8K -575 -12%
KA
1919
Kooman & Associates
Pennsylvania
$498K -$18.5K -155 -4%
HWA
1920
HighRoad Wealth Advisors
Oregon
$496K +$494K +4,131 New
TNB
1921
Thomasville National Bank
Georgia
$496K -$6.58K -55 -1%
SAS
1922
Stelac Advisory Services
New York
$496K -$197K -1,648 -29%
SBWIC
1923
Schaper Benz & Wise Investment Counsel
Wisconsin
$496K
E
1924
Evansbrook
Illinois
$496K +$493K +4,124 New
KWS
1925
Keystone Wealth Services
California
$496K +$12.3K +103 +3%