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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
CFG
2201
Compass Financial Group
Ohio
$312K +$311K +2,599 New
CIM
2202
Capital Investment Management
Missouri
$312K +$311K +2,597 New
SJGA
2203
Stephen J. Garry & Associates
New York
$312K
E3F
2204
Eight 31 Financial
Texas
$312K +$6.94K +58 +2%
HGA
2205
Hobbs Group Advisors
South Carolina
$312K +$72K +602 +30%
FA
2206
Fermata Advisors
California
$311K -$62.3K -521 -17%
IC
2207
Iconiq Capital
California
$309K +$1.44K +12 +0.5%
SWA
2208
Strata Wealth Advisors
Texas
$309K -$43.3K -362 -12%
SFG
2209
SNS Financial Group
Minnesota
$309K -$24.3K -203 -7%
LWA
2210
Lifelong Wealth Advisors
Minnesota
$309K -$39.1K -327 -11%
CF
2211
Collier Financial
Colorado
$308K +$12.3K +103 +4%
DWM
2212
DeLarme Wealth Management
California
$307K +$306K +2,557 New
FDCP
2213
Foster Dykema Cabot & Partners
Massachusetts
$307K -$43.2K -361 -12%
MA
2214
MJP Associates
Connecticut
$306K +$28.2K +236 +10%
PIA
2215
Pollock Investment Advisors
Michigan
$305K
AIC
2216
Allodium Investment Consultants
Minnesota
$305K -$24K -201 -7%
PCMK
2217
Paragon Capital Management (Kansas)
Kansas
$305K -$20.2K -169 -6%
MAG
2218
M3 Advisory Group
Massachusetts
$304K -$34.3K -287 -10%
BAMG
2219
Brand Asset Management Group
Missouri
$303K -$7.42K -62 -2%
PAA
2220
Peregrine Asset Advisers
Oregon
$302K
HPBT
2221
Hickory Point Bank & Trust
Illinois
$301K
RA
2222
Rockingstone Advisors
Massachusetts
$301K +$3.59K +30 +1%
NSAM
2223
North Star Asset Management
Wisconsin
$301K +$42.8K +358 +17%
SP
2224
Sherman Porfolios
Idaho
$301K +$299K +2,503 New
MPI
2225
Mairs & Power Inc
Minnesota
$300K -$122K -1,022 -29%