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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
DCM
2251
Davidson Capital Management
Texas
$287K
IWC
2252
Infinity Wealth Counsel
Ohio
$286K -$5.38K -45 -2%
BIG
2253
Brookwood Investment Group
Arizona
$286K +$9.93K +83 +4%
AWM
2254
Aberdeen Wealth Management
Illinois
$286K +$5.5K +46 +2%
WG
2255
Welch Group
Alabama
$285K -$67.9K -568 -19%
BZWA
2256
Blue Zone Wealth Advisors
California
$283K -$4.3K -36 -2%
PAMG
2257
Patton Albertson Miller Group
Tennessee
$283K -$68.9K -576 -20%
SCP
2258
Stevens Capital Partners
Nebraska
$282K +$281K +2,348 New
SFGM
2259
Stonebridge Financial Group (Missouri)
Missouri
$281K +$280K +2,338 New
FNB
2260
Farmers National Bank
Kentucky
$281K +$12.7K +106 +5%
EP
2261
Edgestream Partners
New Jersey
$281K +$279K +2,334 New
SHGA
2262
Sand Hill Global Advisors
California
$279K -$10.2K -85 -4%
AWA
2263
American Wealth Advisors
Georgia
$278K -$120 -1 -0%
BAM
2264
BOS Asset Management
Illinois
$278K
HDIM
2265
Hanson & Doremus Investment Management
Vermont
$278K -$120K -1,000 -30%
AOWM
2266
Asset One Wealth Management
Washington
$278K +$259K +2,165 New
CWP
2267
Concord Wealth Partners
Virginia
$277K +$239 +2 +0.1%
PIFP
2268
Partners in Financial Planning
Virginia
$276K +$120 +1 +0%
LFA
2269
Legacy Financial Advisors
Kentucky
$275K -$12.9K -108 -5%
KDA
2270
Kraft Davis & Associates
Missouri
$275K -$45.1K -377 -15%
SIAG
2271
Safeguard Investment Advisory Group
California
$275K +$274K +2,287 New
DCM
2272
Dudley Capital Management
Virginia
$274K -$29.9K -250 -10%
TFA
2273
Tobias Financial Advisors
Florida
$274K +$54.1K +452 +25%
CC
2274
Chicago Capital
Illinois
$274K -$9.81K -82 -3%
BCM
2275
Bayesian Capital Management
New York
$274K +$272K +2,277 New