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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
PCM
2026
Poehling Capital Management
Wisconsin
$408K
DI
2027
DAGCO Inc
Ohio
$407K -$29.8K -249 -7%
KFS
2028
Kelly Financial Services
Massachusetts
$407K +$405K +3,389 New
BST
2029
Bath Savings Trust
Maine
$407K -$2.39K -20 -0.6%
BI
2030
Ballast Inc
Kentucky
$406K
TPI
2031
Trust Point Inc
Wisconsin
$405K +$8.01K +67 +2%
GAA
2032
Guardian Asset Advisors
Pennsylvania
$405K +$3.35K +28 +0.8%
IWN
2033
Independent Wealth Network
Iowa
$404K -$5.38K -45 -1%
SWTS
2034
Stonehaven Wealth & Tax Solutions
Wisconsin
$403K -$156K -1,307 -28%
TC
2035
Truvestments Capital
Florida
$403K -$32.4K -271 -7%
PA
2036
PSI Advisors
Florida
$403K -$10.9K -91 -3%
PWMG
2037
Private Wealth Management Group
New Jersey
$403K
BCM
2038
BTC Capital Management
Iowa
$403K -$1.2K -10 -0.3%
DIA
2039
Davidson Investment Advisors
Montana
$403K
B
2040
Bensler
Washington
$401K -$17.1K -143 -4%
SCA
2041
Stonebridge Capital Advisors
Minnesota
$401K -$12.6K -105 -3%
SCM
2042
Sage Capital Management
New Jersey
$401K +$1.08K +9 +0.3%
FM
2043
Foster & Motley
Ohio
$400K +$4.66K +39 +1%
FEG
2044
Fund Evaluation Group
Ohio
$400K +$478 +4 +0.1%
OFS
2045
OneAscent Financial Services
Alabama
$399K +$142K +1,186 +56%
WTB
2046
Washington Trust Bank
Washington
$399K +$21.3K +178 +6%
TAM
2047
TCP Asset Management
Ohio
$398K -$23.4K -196 -6%
EFG
2048
Everest Financial Group
Minnesota
$397K +$395K +3,306 New
FFM
2049
Forum Financial Management
Illinois
$397K
RCM
2050
Radnor Capital Management
Pennsylvania
$397K +$74.6K +624 +23%