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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
LCG
2401
Lakeshore Capital Group
Illinois
$227K -$478 -4 -0.2%
NIM
2402
Nicollet Investment Management
Minnesota
$227K
APWA
2403
Atlas Private Wealth Advisors
New Jersey
$226K +$837 +7 +0.4%
AWP
2404
Ascent Wealth Partners
New York
$226K
LF
2405
LifePlan Financial
Minnesota
$225K -$7.06K -59 -3%
HFS
2406
Hughes Financial Services
Virginia
$225K -$2.51K -21 -1%
LB
2407
Legacy Bridge
Iowa
$225K
SA
2408
SPWM Advisors
Michigan
$224K +$223K +1,868 New
NPAN
2409
Northeast Planning Associates NH
New Hampshire
$224K
KF
2410
Krilogy Financial
Missouri
$224K -$2.75K -23 -1%
LIA
2411
LS Investment Advisors
Michigan
$224K -$11.8K -99 -5%
4WM
2412
4J Wealth Management
Virginia
$224K -$10.3K -86 -4%
HFS
2413
Heritage Financial Services
Massachusetts
$223K -$28.1K -235 -11%
IP
2414
Isthmus Partners
Wisconsin
$223K +$222K +1,859 New
PWS
2415
Proactive Wealth Strategies
Georgia
$223K +$4.19K +35 +2%
OAG
2416
Oakmont Advisory Group
New Mexico
$223K +$222K +1,855 New
MCM
2417
Morton Capital Management
California
$222K
AWM
2418
Arista Wealth Management
Nevada
$222K
PWM
2419
Partners Wealth Management
California
$222K +$14.9K +125 +7%
SO
2420
Sierra Ocean
California
$221K
MFG
2421
MidWestOne Financial Group
Iowa
$221K
BI
2422
Breachway Investments
Rhode Island
$221K +$220K +1,838 New
PSB
2423
Piscataqua Savings Bank
New Hampshire
$221K
GFA
2424
Gallagher Fiduciary Advisors
Illinois
$220K +$478 +4 +0.2%
JC
2425
Jacobs & Co
California
$220K