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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
FFG
2101
Foundry Financial Group
New Hampshire
$361K -$10.6K -89 -3%
TW
2102
Towerpoint Wealth
California
$361K -$9.21K -77 -3%
EHC
2103
Everett Harris & Co
California
$361K -$8.01K -67 -2%
WWMSC
2104
Wagner Wealth Management (South Carolina)
South Carolina
$360K +$359K +2,999 New
CCG
2105
Coastwise Capital Group
California
$359K +$109K +913 +44%
3AM
2106
3EDGE Asset Management
Florida
$358K +$357K +2,982 New
BL
2107
BFSG LLC
California
$358K
NG
2108
Norden Group
Utah
$358K
PSP
2109
Pacific Sage Partners
Washington
$356K +$49K +410 +16%
RRWA
2110
Rainey & Randall Wealth Advisors
Florida
$355K -$89.6K -749 -20%
CG
2111
Cynosure Group
Utah
$354K +$353K +2,949 New
WP
2112
WealthPLAN Partners
Nebraska
$354K -$53.5K -447 -13%
LWM
2113
Level Wealth Management
North Carolina
$354K -$1.67K -14 -0.5%
OWA
2114
Octavia Wealth Advisors
Ohio
$353K -$11.4K -95 -3%
WPW
2115
Watershed Private Wealth
Illinois
$352K -$1.91K -16 -0.5%
LWP
2116
LMG Wealth Partners
Louisiana
$351K +$2.39K +20 +0.7%
MCA
2117
Midwest Capital Advisors
Michigan
$351K -$25.2K -211 -7%
TP
2118
Thayer Partners
Pennsylvania
$350K +$348K +2,912 New
RIL
2119
Rothschild Investment LLC
Illinois
$349K +$15.8K +132 +5%
PS
2120
Pinney & Scofield
Massachusetts
$349K
RAM
2121
Redmond Asset Management
Virginia
$349K -$957 -8 -0.3%
SCA
2122
Stillwater Capital Advisors
Pennsylvania
$348K +$33.8K +283 +11%
CIC
2123
Chilton Investment Company
Connecticut
$348K +$346K +2,897 New
TWM
2124
Tanager Wealth Management
United Kingdom
$347K +$122K +1,016 +54%
BBES
2125
Buffalo Business & Estate Services
New York
$346K +$345K +2,883 New