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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
BCA
1926
Ballentine Capital Advisors
South Carolina
$493K
NFG
1927
Northbridge Financial Group
Florida
$492K +$489K +4,092 New
BWM
1928
BAM Wealth Management
Colorado
$491K -$122K -1,024 -20%
AP
1929
Appleton Partners
Massachusetts
$491K -$9.69K -81 -2%
DF
1930
Downshift Financial
Colorado
$487K +$455K +3,801 New
HCM
1931
Hollencrest Capital Management
California
$487K +$120 +1 +0%
DFA
1932
Davies Financial Advisors
California
$486K -$779K -6,516 -62%
CPA
1933
Clear Point Advisors
New York
$485K -$42K -351 -8%
GCL
1934
Gouws Capital LLC
North Carolina
$484K
PSA
1935
Plum Street Advisors
Louisiana
$482K
LG
1936
LAM Group
Oregon
$481K
CL
1937
CVFG LLC
Indiana
$480K -$1.32K -11 -0.3%
VC
1938
Veracity Capital
Georgia
$479K -$2.38M -19,888 -83%
PIA
1939
Polaris Investment Advisors
Massachusetts
$477K +$474K +3,966 New
FPB
1940
First PREMIER Bank
South Dakota
$476K -$14.9K -125 -3%
DWML
1941
Decker Wealth Management LLC
Tennessee
$475K +$473K +3,956 New
IIC
1942
Ironwood Investment Counsel
Arizona
$474K +$1.79K +15 +0.4%
MFP
1943
Meramec Financial Planners
Missouri
$474K +$430K +3,592 New
AA
1944
Aufman Associates
Pennsylvania
$474K +$1.2K +10 +0.3%
FFA
1945
Founders Financial Alliance
North Carolina
$473K -$7.42K -62 -2%
SWM
1946
SeaCrest Wealth Management
New York
$472K -$21.5K -180 -5%
RFG
1947
RFP Financial Group
Georgia
$469K -$3.99M -33,351 -90%
LF
1948
Lantz Financial
Illinois
$468K -$28.8K -241 -6%
MFG
1949
Mosaic Financial Group
Illinois
$466K -$19.3K -161 -4%
CWA
1950
Clarity Wealth Advisors
California
$465K +$96.2K +804 +26%