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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
S
2301
Sachetta
Massachusetts
$262K -$4.75M -39,689 -95%
TSMHT
2302
Thurston Springer Miller Herd & Titak
Indiana
$261K +$195K +1,628 +299%
CCA
2303
Cypress Capital Advisors
Tennessee
$261K
TPWA
2304
Twin Peaks Wealth Advisors
California
$261K +$236K +1,974 New
PBF
2305
Petix & Botte Financial
California
$260K +$239 +2 +0.1%
HFS
2306
Hantz Financial Services
Michigan
$260K +$228K +1,908 +751%
RA
2307
Ruggaard & Associates
Ohio
$260K -$10.3K -86 -4%
BFP
2308
Birchwood Financial Partners
Minnesota
$260K +$258K +2,160 New
MWM
2309
MY Wealth Management
Maryland
$260K
CWP
2310
Curated Wealth Partners
California
$260K +$258K +2,160 New
PAM
2311
Pegasus Asset Management
New York
$259K
SW
2312
SteelPeak Wealth
California
$258K -$437K -3,657 -63%
BFA
2313
Bill Few Associates
Pennsylvania
$258K +$257K +2,148 New
SC
2314
Soundwatch Capital
Connecticut
$258K -$16.5K -138 -6%
GGA
2315
Granite Group Advisors
Connecticut
$258K +$256K +2,143 New
SLG
2316
Stanley-Laman Group
Pennsylvania
$257K -$23.8K -199 -9%
D
2317
Dentgroup
Louisiana
$257K -$10.2K -85 -4%
CSB
2318
City State Bank
Iowa
$256K +$18.5K +155 +8%
MP
2319
Moment Partners
California
$256K
SA
2320
SRH Advisors
Kansas
$256K
RWM
2321
Revisor Wealth Management
Ohio
$255K -$2.39K -20 -1%
CT
2322
Clearstead Trust
Maine
$255K -$60.4K -505 -19%
GOCP
2323
Great Oak Capital Partners
Massachusetts
$255K +$251K +2,099 New
AEPWM
2324
Atlantic Edge Private Wealth Management
Florida
$254K -$15.5K -130 -6%
FPWM
2325
FSB Premier Wealth Management
Iowa
$253K -$2.27K -19 -0.9%