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iShares Core S&P Small-Cap ETF

2,719 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, 1,025 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: 2,5212,719 (+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: 1,025

Holders
2,719
Holders Change
+198
Holders Change %
+7.85%
% of All Funds
33.08%
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
1,025
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
BONH
2126
Bank of New Hampshire
New Hampshire
$346K -$33.2K -278 -9%
IWP
2127
Innova Wealth Partners
Pennsylvania
$346K +$344K +2,876 New
AFAS
2128
Acorn Financial Advisory Services
Virginia
$345K -$20.6K -172 -6%
WP
2129
Walleye Partners
Wisconsin
$345K +$343K +2,869 New
CWM
2130
Copia Wealth Management
Oregon
$343K +$7.18K +60 +2%
EP
2131
EPIQ Partners
Minnesota
$343K
WAG
2132
Wallace Advisory Group
California
$342K +$12.3K +103 +4%
WB
2133
Webster Bank
Connecticut
$341K
SWM
2134
Segment Wealth Management
Texas
$341K -$29.8K -249 -8%
CWP
2135
Core Wealth Partners
California
$341K
4A
2136
4Wealth Advisors
Illinois
$341K +$5.02K +42 +2%
WIC
2137
Woodmont Investment Counsel
Tennessee
$341K
IIL
2138
Insight Inv LLC
California
$340K
OL
2139
one8zero8 LLC
North Carolina
$339K +$27K +226 +9%
FCH
2140
Freestone Capital Holdings
Washington
$339K +$118K +987 +54%
BIG
2141
Brooklyn Investment Group
New York
$337K +$65.3K +546 +25%
DWM
2142
Denver Wealth Management
Colorado
$337K +$2.39K +20 +0.7%
TRIA
2143
Trail Ridge Investment Advisors
Colorado
$336K -$2.87K -24 -0.9%
HFA
2144
High Falls Advisors
New York
$335K -$48.8K -408 -13%
EGA
2145
E&G Advisors
Texas
$335K
FAN
2146
Financial Advisors Network
California
$334K +$17.5K +146 +6%
NCG
2147
Newport Capital Group
New Jersey
$334K +$239 +2 +0.1%
VWM
2148
Vermillion Wealth Management
Minnesota
$332K -$15.7K -131 -5%
IWMO
2149
Integrated Wealth Management (Ohio)
Ohio
$332K +$331K +2,764 New
OPWM
2150
Oxinas Partners Wealth Management
Indiana
$332K -$5.98K -50 -2%