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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
TI
2226
tru Independence
Oregon
$300K +$298K +2,494 New
OFS
2227
Orrstown Financial Services
Pennsylvania
$297K -$183K -1,534 -38%
SAM
2228
Strategy Asset Managers
California
$297K +$12.4K +104 +4%
GWS
2229
Glassman Wealth Services
Virginia
$297K
DHC
2230
Drum Hill Capital
Connecticut
$296K
EPA
2231
Element Pointe Advisors
Florida
$296K +$295K +2,465 New
IFS
2232
Ifrah Financial Services
Arkansas
$296K -$1.67K -14 -0.6%
Schroder Investment Management Group
2233
Schroder Investment Management Group
United Kingdom
$294K
WAP
2234
Wealth Analytics Partners
California
$294K +$293K +2,449 New
AWM
2235
Aries Wealth Management
Maine
$294K
FCIM
2236
Fairview Capital Investment Management
California
$294K -$95.7K -800 -25%
RCM
2237
Richardson Capital Management
Wisconsin
$293K +$9.81K +82 +3%
WRPWM
2238
Werba Rubin Papier Wealth Management
California
$293K +$1.44K +12 +0.5%
CI
2239
Ceera Investments
Texas
$293K +$478 +4 +0.2%
T
2240
Tableaux
Massachusetts
$292K -$408K -3,412 -58%
WCG
2241
Weaver Consulting Group
California
$292K -$239 -2 -0.1%
GC
2242
GFG Capital
Florida
$291K +$2.39K +20 +0.8%
KIM
2243
Kestra Investment Management
Texas
$291K +$83.4K +697 +40%
IAG
2244
Investmark Advisory Group
Connecticut
$291K +$1.32K +11 +0.5%
PCS
2245
Private Client Services
Kentucky
$289K -$58.8K -492 -17%
CK
2246
Cohen Klingenstein
New York
$288K
AAM
2247
Augustine Asset Management
Florida
$288K -$1.32K -11 -0.5%
TI
2248
Trexquant Investment
Connecticut
$288K +$286K +2,395 New
AWMG
2249
ADG Wealth Management Group
Louisiana
$288K +$40.2K +336 +16%
IF
2250
IRON Financial
Illinois
$287K +$286K +2,388 New