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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
MFPI
2051
Midwest Financial Partners Investments
Minnesota
$397K +$395K +3,302 New
SI
2052
Stirlingshire Investments
New York
$397K +$395K +3,301 New
EPW
2053
Endeavor Private Wealth
Kansas
$394K -$7.06K -59 -2%
SWP
2054
SIMA Wealth Partners
Virginia
$393K
FRA
2055
Frank Rimerman Advisors
California
$392K
MSWMA
2056
Market Street Wealth Management Advisors
Indiana
$390K -$135K -1,132 -26%
DWM
2057
Darwin Wealth Management
Florida
$388K +$35.4K +296 +10%
PFA
2058
Portland Financial Advisors
New York
$388K
LCAM
2059
London & Capital Asset Management
United Kingdom
$387K +$385K +3,217 New
MCM
2060
Mitchell Capital Management
Kansas
$385K -$19K -159 -5%
TW
2061
Traveka Wealth
California
$384K -$33.2K -278 -8%
SIM
2062
Sterling Investment Management
Arizona
$384K +$43.9K +367 +13%
IPAM
2063
Investment Partners Asset Management
New Jersey
$384K -$33.1K -277 -8%
TFM
2064
Trademark Financial Management
Minnesota
$381K -$7.06K -59 -2%
WCM
2065
Weaver Capital Management
Georgia
$381K -$46.2K -386 -11%
CWM
2066
Collaborative Wealth Management
Florida
$381K +$20.4K +171 +6%
AWA
2067
Arbor Wealth Advisors
Michigan
$380K
LEA
2068
Legacy Edge Advisors
New York
$380K +$378K +3,163 New
CWM
2069
Castle Wealth Management
Florida
$380K +$120 +1 +0%
NCM
2070
Northside Capital Management
Oregon
$380K
NEPWA
2071
New England Private Wealth Advisors
Massachusetts
$379K +$478 +4 +0.1%
LC
2072
Lawood & Co
Pennsylvania
$379K +$377K +3,153 New
HAP
2073
Harbor Asset Planning
Massachusetts
$379K +$1.67K +14 +0.4%
CC
2074
Clearwave Capital
California
$378K +$377K +3,149 New
KWM
2075
Kaydan Wealth Management
Michigan
$378K +$120 +1 +0%