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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
SP
2451
Stonebrook Private
Michigan
$209K +$718 +6 +0.3%
PTP
2452
Platform Technology Partners
New York
$209K -$7.29K -61 -3%
JLBC
2453
J.L. Bainbridge & Co
Florida
$209K
TF
2454
TME Financial
California
$208K +$957 +8 +0.5%
SEP
2455
Signature Equity Partners
Ohio
$208K +$207K +1,732 New
APP
2456
Avantax Planning Partners
Iowa
$208K -$65.3K -546 -24%
DA
2457
Detalus Advisors
Missouri
$208K +$359 +3 +0.2%
NWAG
2458
Net Worth Advisory Group
Utah
$208K +$207K +1,728 New
SFG
2459
Shum Financial Group
California
$207K
MCCP
2460
Mission Creek Capital Partners
California
$207K -$11.2K -94 -5%
TWM
2461
Triton Wealth Management
Arizona
$207K +$194K +1,624 New
SWM
2462
Selective Wealth Management
Virginia
$207K +$192K +1,602 New
CVM
2463
Cheviot Value Management
California
$207K
IWM
2464
Integris Wealth Management
California
$207K
SF
2465
Symphony Financial
Texas
$206K +$204K +1,709 New
4WM
2466
49 Wealth Management
Texas
$206K +$205K +1,717 New
OFO
2467
OneAscent Family Office
Alabama
$206K +$598 +5 +0.3%
MP
2468
McDonald Partners
Ohio
$205K
CFP
2469
Curran Financial Partners
South Carolina
$205K -$4.07K -34 -2%
DW30
2470
Drucker Wealth 3.0
New Jersey
$205K -$1.55K -13 -0.8%
SF
2471
Strategent Financial
Virginia
$205K -$4.9K -41 -2%
RIP
2472
RAM Investment Partners
Washington
$205K +$204K +1,702 New
HNW
2473
High Note Wealth
Minnesota
$204K
BA
2474
Bridgewater Advisors
New York
$204K +$187K +1,565 New
WMA
2475
William Mack & Associates
Michigan
$203K +$202K +1,690 New