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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 344 funds opening new positions, 1,056 increasing their positions, 1,025 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: 2,5212,720 (+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: 1,025

Holders
2,720
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
3.8%
New
344
Increased
1,056
Reduced
1,025
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
FFL
2076
Financial Freedom LLC
Ohio
$377K +$1.2K +10 +0.3%
JBA
2077
Johnson Bixby & Associates
Washington
$376K -$44.7K -374 -11%
EWM
2078
Elevatus Welath Management
New York
$375K
CA
2079
CGN Advisors
Kansas
$375K -$41.4K -346 -10%
WWC
2080
Waypoint Wealth Counsel
Georgia
$375K -$1.55K -13 -0.4%
CNBT
2081
Canandaigua National Bank & Trust
New York
$374K +$12K +100 +3%
BFA
2082
Buttonwood Financial Advisors
Maryland
$373K -$41.5K -347 -10%
WHCFA
2083
William Howard & Co Financial Advisors
Tennessee
$373K
HIS
2084
Horizon Investment Services
Indiana
$372K
CCA
2085
Checchi Capital Advisers
California
$372K +$22.4K +187 +6%
AAA
2086
Andrews Advisory Associates
Hawaii
$371K +$369K +3,086 New
NHC
2087
Nicholas Hoffman & Company
Georgia
$371K -$2.39K -20 -0.6%
SIM
2088
Synergy Investment Management
Florida
$370K +$19.9K +166 +6%
RIA
2089
Realta Investment Advisors
Delaware
$369K +$1.08K +9 +0.3%
VPA
2090
Vernal Point Advisors
California
$368K
MAG
2091
Meadowbrook Advisors Group
New Jersey
$368K +$367K +3,066 New
HT
2092
Heritage Trust
Oklahoma
$367K -$13.6K -114 -4%
HCMT
2093
Highland Capital Management (Tennessee)
Tennessee
$366K +$359 +3 +0.1%
ACI
2094
Alpha Cubed Investments
California
$365K -$23.3K -195 -6%
TF
2095
Tenzing Financial
Virginia
$364K +$362K +3,031 New
AWAG
2096
ARS Wealth Advisors Group
Florida
$364K -$61.6K -515 -15%
KWM
2097
Kingsman Wealth Management
Florida
$363K -$40.7K -340 -10%
PWM
2098
Penobscot Wealth Management
Maine
$362K -$2.75K -23 -0.8%
KOC
2099
Koss-Olinger Consulting
Florida
$362K -$56.1K -469 -13%
MCM
2100
M1 Capital Management
Michigan
$361K -$58.1K -486 -14%