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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
PFG
1976
PAX Financial Group
Texas
$447K -$255K -2,131 -36%
OC
1977
Oarsman Capital
Wisconsin
$446K +$12K +100 +3%
GAMC
1978
Garner Asset Management Corp
Texas
$445K -$1.08K -9 -0.2%
TLFA
1979
True Link Financial Advisors
California
$445K +$18.2K +152 +4%
HBCM
1980
Heron Bay Capital Management
Michigan
$443K
OCM
1981
Orleans Capital Management
Louisiana
$443K +$441K +3,687 New
AA
1982
Ashford Advisors
New York
$443K -$236K -1,977 -35%
AG
1983
AmeriFlex Group
Nevada
$442K +$205K +1,716 +87%
WAG
1984
Wiser Advisor Group
Arizona
$441K +$19.5K +163 +5%
ST
1985
Sentinel Trust
Texas
$441K
HZ
1986
Hixon Zuercher
Ohio
$439K
SL
1987
Sentry LLC
Tennessee
$433K
XT
1988
XTX Topco
Cayman Islands
$432K -$1.18M -9,873 -73%
GFG
1989
Greystone Financial Group
Michigan
$432K -$393K -3,289 -48%
TAFW
1990
Tred Avon Family Wealth
Maryland
$432K -$97.2K -813 -18%
KIA
1991
KCM Investment Advisors
California
$430K -$45K -376 -10%
CWP
1992
CFM Wealth Partners
Texas
$430K
AFA
1993
AA Financial Advisors
Ohio
$429K +$95.4K +798 +29%
BWM
1994
BigSur Wealth Management
Florida
$428K +$247K +2,065 +138%
PMG
1995
Private Management Group
California
$427K +$26.9K +225 +7%
BPW
1996
BlueDoor Private Wealth
Massachusetts
$426K +$424K +3,547 New
BFC
1997
Bedel Financial Consulting
Indiana
$426K
TCM
1998
Traub Capital Management
Massachusetts
$426K +$14.4K +120 +4%
CAP
1999
Columbia Advisory Partners
Washington
$425K
CWA
2000
Crux Wealth Advisors
California
$423K +$1.91K +16 +0.5%