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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
CFGW
2176
Chancellor Financial Group WB
Pennsylvania
$322K
BPFA
2177
Barnes Pettey Financial Advisors
Mississippi
$321K +$9.09K +76 +3%
RIM
2178
Rockbridge Investment Management
New York
$321K +$18.1K +151 +6%
CL
2179
CIM LLC
New York
$320K +$21K +176 +7%
PFM
2180
Potomac Fund Management
Florida
$319K -$28.3K -237 -8%
BH
2181
Burk Holdings
Oklahoma
$319K +$317K +2,654 New
HSG
2182
Helen Stephens Group
Texas
$318K -$1.2K -10 -0.4%
KCM
2183
Kendall Capital Management
Maryland
$318K +$7.89K +66 +3%
VHAM
2184
Van Hulzen Asset Management
California
$316K +$315K +2,633 New
SFS
2185
Stiles Financial Services
Minnesota
$316K
SIAG
2186
Signet Investment Advisory Group
Rhode Island
$315K
SEP
2187
Southland Equity Partners
Missouri
$315K -$25.6K -214 -8%
JWS
2188
Juncture Wealth Strategies
Arizona
$315K -$5.98K -50 -2%
CRI
2189
Colonial River Investments
Virginia
$315K +$30.1K +252 +11%
MW
2190
Members Wealth
Pennsylvania
$315K +$5.98K +50 +2%
SAM
2191
Seelaus Asset Management
New Jersey
$315K +$14.7K +123 +5%
CAG
2192
Curtis Advisory Group
California
$314K
GHA
2193
Good Harbor Advisors
Massachusetts
$314K +$313K +2,615 New
IWP
2194
IAG Wealth Partners
Wisconsin
$314K -$6.1K -51 -2%
WAG
2195
Wilkerson Advisory Group
Missouri
$314K +$312K +2,611 New
GSIAS
2196
Garden State Investment Advisory Services
New Jersey
$313K +$478 +4 +0.2%
ORC
2197
O'Rourke & Company
Massachusetts
$313K -$51.2K -428 -14%
BDFN
2198
Bond & Devick Financial Network
Minnesota
$313K
RWM
2199
Riverbend Wealth Management
South Carolina
$313K
ECM
2200
Elgethun Capital Management
South Dakota
$313K