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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
OPF
2376
Old Peak Finance
North Carolina
$235K +$234K +1,954 New
CBTWT
2377
Community Bank & Trust (Waco, Texas)
Texas
$234K -$35.9K -300 -13%
ZIG
2378
Zullo Investment Group
Pennsylvania
$234K -$2.75K -23 -1%
BOSSRA
2379
B.O.S.S. Retirement Advisors
Utah
$234K -$9.21K -77 -4%
FWP
2380
Falcon Wealth Planning
California
$234K +$23.6K +197 +11%
CCG
2381
Catalina Capital Group
California
$233K -$2.75K -23 -1%
MMHP
2382
Murphy Middleton Hinkle & Parker
Georgia
$233K -$314K -2,629 -92%
CCM
2383
CFO Capital Management
Connecticut
$233K +$232K +1,939 New
PPW
2384
Presilium Private Wealth
Pennsylvania
$232K +$5.5K +46 +2%
VCM
2385
Versant Capital Management
Arizona
$232K -$7.42K -62 -3%
SP
2386
Stablepoint Partners
Massachusetts
$232K +$4.66K +39 +2%
BWP
2387
Bernardo Wealth Planning
Pennsylvania
$232K
BWM
2388
BCGM Wealth Management
Indiana
$231K -$58.6K -490 -20%
VWA
2389
Valued Wealth Advisors
Utah
$231K
IP
2390
Investment Partners
Ohio
$230K +$8.85K +74 +4%
FC
2391
FCA Corp
Texas
$229K -$837 -7 -0.4%
CAM
2392
Carret Asset Management
New York
$229K +$13K +109 +6%
PP
2393
PDS Planning
Ohio
$229K +$239 +2 +0.1%
CAM
2394
Capital Asset Management
Colorado
$229K +$228K +1,904 New
KFA
2395
Kapstone Financial Advisors
Ohio
$229K +$9.45K +79 +4%
IBOK
2396
Independence Bank of Kentucky
Kentucky
$229K +$44.8K +375 +25%
WLPWM
2397
Walled Lake Planning & Wealth Management
Illinois
$228K +$957 +8 +0.4%
DLCIG
2398
D.L. Carlson Investment Group
New Hampshire
$228K
MO
2399
McMillan Office
Michigan
$228K +$227K +1,900 New
WFA
2400
Wells Financial Advisors
Massachusetts
$228K -$209K -1,744 -48%