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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
VA
1951
Vident Advisory
Georgia
$464K +$85.7K +717 +23%
DSC
1952
Duncker Streett & Co
Missouri
$462K
CFP
1953
Cascade Financial Partners
California
$461K -$2.15K -18 -0.5%
WMA
1954
West Michigan Advisors
Michigan
$460K +$38K +318 +9%
LF
1955
LifeSteps Financial
California
$459K -$5.86K -49 -1%
LCWP
1956
Legacy Capital Wealth Partners
Arkansas
$459K +$30.3K +253 +2%
AWA
1957
Acumen Wealth Advisors
Tennessee
$458K +$456K +3,814 New
AF
1958
Alerus Financial
North Dakota
$457K +$1.08K +9 +0.2%
BWP
1959
BlueStem Wealth Partners
Minnesota
$456K -$7.29K -61 -2%
FPL
1960
Fortress Private Ledger
North Carolina
$456K +$2.63K +22 +0.6%
FFG
1961
Fortune Financial Group
Florida
$454K +$425K +3,554 New
SA
1962
Sovran Advisors
California
$454K +$60K +502 +17%
MAMG
1963
Milestone Asset Management Group
Connecticut
$453K +$7.29K +61 +2%
RF
1964
Rossby Financial
Florida
$453K +$37K +309 +9%
FVCM
1965
F&V Capital Management
Florida
$453K
KL
1966
KWMG LLC
Kansas
$452K
CTWM
1967
Cherry Tree Wealth Management
Minnesota
$451K -$9.45K -79 -2%
AWG
1968
Altus Wealth Group
Colorado
$451K -$6.1K -51 -1%
Millennium Management
1969
Millennium Management
New York
$451K +$448K +3,750 New
COFSG
1970
Carbahal Olsen Financial Services Group
California
$450K +$19.1K +160 +4%
DWM
1971
DKM Wealth Management
California
$448K -$12K -100 -3%
MCM
1972
McRae Capital Management
New Jersey
$448K -$73.2K -612 -14%
NCM
1973
NCM Capital Management
New Jersey
$448K -$2.99K -25 -0.7%
T. Rowe Price Associates
1974
T. Rowe Price Associates
Maryland
$448K
HWM
1975
Howard Wealth Management
Connecticut
$447K +$28.9K +242 +7%