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iShares Core S&P Small-Cap ETF

2,718 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: 2,5212,718 (+197)

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
2,718
Holders Change
+197
Holders Change %
+7.81%
% of All Funds
33.07%
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
OHIS
2326
Oak Harvest Investment Services
Texas
$253K +$39K +326 +18%
IIA
2327
ICW Investment Advisors
Arizona
$253K +$120 +1 +0%
BOPW
2328
Brandywine Oak Private Wealth
Pennsylvania
$252K -$381K -3,190 -60%
SF
2329
Slagle Financial
Illinois
$251K +$11.1K +93 +5%
LWM
2330
LongView Wealth Management
Georgia
$251K
MFWP
2331
Mosaic Family Wealth Partners
Missouri
$251K
ACS
2332
Archford Capital Strategies
Illinois
$250K
SPWG
2333
Syntegra Private Wealth Group
Missouri
$249K
SWM
2334
Sterling Wealth Management
Illinois
$249K -$17.5K -146 -7%
RIA
2335
Rhodes Investment Advisors
Texas
$249K +$248K +2,072 New
NFC
2336
Northstar Financial Companies
Pennsylvania
$249K +$247K +2,069 New
JFG
2337
Jefferies Financial Group
New York
$248K -$14K -117 -5%
WW
2338
Waterfront Wealth
Kansas
$248K +$7.77K +65 +3%
BMWS
2339
Brady Martz Wealth Solutions
North Dakota
$248K +$246K +2,061 New
RSEWM
2340
River's Edge Wealth Management
Pennsylvania
$247K +$225K +1,885 New
FP
2341
Fiduciary Planning
Florida
$247K
TF
2342
Tenon Financial
New Jersey
$246K +$1.2K +10 +0.5%
RCP
2343
Rothschild Capital Partners
New York
$246K +$245K +2,048 New
SC
2344
Sierra Capital
Florida
$246K -$153K -1,282 -39%
MWA
2345
Monograph Wealth Advisors
California
$246K +$245K +2,047 New
PP
2346
Patron Partners
Texas
$246K
BCMLT
2347
Beacon Capital Management LLC (Tennessee)
Tennessee
$246K +$245K +2,045 New
BMC
2348
Beaton Management Company
Massachusetts
$245K
BL
2349
BCWM LLC
Kansas
$245K +$12.6K +105 +5%
OC
2350
Opal Capital
Florida
$244K +$221K +1,852 New