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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
OCM
2276
Osbon Capital Management
Massachusetts
$274K +$272K +2,277 New
RW
2277
REDW Wealth
New Mexico
$274K -$7.06K -59 -3%
HFO
2278
Heritage Family Offices
Arizona
$273K -$39.7K -332 -13%
PW
2279
Pandora Wealth
Illinois
$272K -$2.39K -20 -0.9%
SCM
2280
Seascape Capital Management
New Hampshire
$272K -$17.7K -148 -6%
HWMO
2281
Heritage Wealth Management (Ohio)
Ohio
$272K +$13.8K +115 +5%
OFS
2282
Oldfather Financial Services
Nebraska
$272K +$270K +2,261 New
MMPW
2283
Mitchell McLeod Pugh & Williams
Alabama
$272K +$246K +2,059 New
FFP
2284
Frisco Financial Planning
Texas
$272K +$53.5K +447 +25%
WB
2285
West Bancorporation
Iowa
$271K -$69.5K -581 -20%
HGWM
2286
Horst & Graben Wealth Management
Oregon
$271K +$6.1K +51 +2%
BWM
2287
Briggs Wealth Management
Connecticut
$269K +$268K +2,238 New
SCM
2288
Schnieders Capital Management
California
$268K
NWA
2289
Navis Wealth Advisors
New York
$267K +$8.37K +70 +3%
DI
2290
DDFG Inc
California
$266K -$25.1K -210 -9%
CB
2291
Chris Bulman
California
$266K
SF
2292
Steffes Financial
Kansas
$266K +$264K +2,210 New
IRAG
2293
Investment Research & Advisory Group
Georgia
$265K +$32.6K +273 +15%
CFM
2294
Cornerstone Financial Management
Massachusetts
$265K +$264K +2,205 New
KCP
2295
Kera Capital Partners
California
$264K +$22.5K +188 +10%
EFG
2296
Everhart Financial Group
Ohio
$264K +$2.03K +17 +0.8%
SFA
2297
Souders Financial Advisors
Ohio
$263K -$6.7K -56 -2%
CW
2298
Channel Wealth
California
$263K +$262K +2,188 New
PG
2299
Patten Group
Tennessee
$262K
SP
2300
Successful Portfolios
Florida
$262K -$12.3K -103 -5%