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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
FA
2351
FSA Advisors
Michigan
$244K -$6.22K -52 -2%
RIP
2352
Reliant Investment Partners
North Carolina
$244K
MHR
2353
Matthew Hamilton Rosenberg
$244K +$598 +5 +0.2%
BEC
2354
Blue Edge Capital
Virginia
$243K -$52K -435 -18%
VAMG
2355
Voisard Asset Management Group
Michigan
$242K -$18.7K -156 -7%
WF
2356
WoodTrust Financial
Wisconsin
$242K
SF
2357
Sun Financial
Utah
$242K +$241K +2,012 New
BBFA
2358
Brindle & Bay Financial Advisors
Texas
$241K +$240K +2,008 New
NI
2359
Natural Investments
California
$241K +$241K +2,013 New
VDC
2360
Van Diest Capital
Iowa
$240K +$239K +2,000 New
EA
2361
Eclectic Associates
California
$240K -$8.61K -72 -3%
DSC
2362
Daytona Street Capital
Missouri
$240K +$239K +2,000 New
GTAM
2363
Global Trust Asset Management
Florida
$240K -$18.3K -153 -7%
KWM
2364
Koa Wealth Management
California
$239K +$238K +1,986 New
KWM
2365
KFG Wealth Management
Indiana
$239K -$2.27K -19 -0.9%
GWAM
2366
Guardian Wealth Advisors (Minnesota)
Minnesota
$239K +$14.5K +121 +6%
TCOTS
2367
Trust Company of the South
North Carolina
$238K +$5.86K +49 +3%
TFA
2368
Toth Financial Advisory
Virginia
$238K +$60.2K +503 +34%
OBWA
2369
Oak Barrel Wealth Advisory
Virginia
$238K +$237K +1,981 New
SW
2370
Solidarity Wealth
Utah
$237K -$5.12M -42,850 -96%
FMTCOCP
2371
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$237K
PPW
2372
Parcion Private Wealth
Washington
$237K
CPCM
2373
Cardinal Point Capital Management
Ontario, Canada
$236K -$957 -8 -0.4%
MCA
2374
Maryland Capital Advisors
Maryland
$236K -$1.91K -16 -0.8%
BP
2375
BBR Partners
New York
$236K +$235K +1,961 New