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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
SCM
376
SCS Capital Management
Massachusetts
$16.2M -$412K -3,443 -2%
Mirae Asset Global Investments
377
Mirae Asset Global Investments
South Korea
$16.1M +$718K +6,000 +5%
LS
378
Liquid Strategies
Georgia
$16.1M -$841K -7,036 -5%
SB
379
Sunflower Bank
Texas
$16M -$2.17M -18,184 -12%
HIG
380
Heritage Investment Group
Florida
$16M +$992K +8,293 +7%
HR
381
Hardy Reed
Mississippi
$15.9M
LP
382
LGL Partners
Pennsylvania
$15.9M -$593K -4,958 -4%
MCC
383
Money Concepts Capital
Florida
$15.8M +$24K +201 +0.2%
HCA
384
Heck Capital Advisors
Wisconsin
$15.7M -$57.9K -484 -0.4%
PMG
385
ProVise Management Group
Florida
$15.7M -$67.5K -564 -0.4%
OFG
386
Omega Financial Group
California
$15.6M +$306K +2,560 +2%
BWP
387
Burling Wealth Partners
Illinois
$15.6M +$981K +8,206 +7%
HWA
388
HCR Wealth Advisors
California
$15.5M -$36.7M -306,642 -70%
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$15.5M -$134K -1,117 -0.9%
Manulife (Manufacturers Life Insurance)
390
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.3M -$706K -5,906 -4%
SAM
391
Smithbridge Asset Management
Pennsylvania
$15.3M +$8.21M +68,626 +117%
EWM
392
Empirical Wealth Management
Washington
$15.2M +$1.73M +14,463 +13%
CA
393
Centerpoint Advisors
Massachusetts
$15.2M -$187K -1,560 -1%
LWANC
394
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.1M -$81.2K -679 -0.5%
NW
395
NewEdge Wealth
Pennsylvania
$15.1M -$7.78M -65,062 -34%
FDP
396
Financiere des Professionnels
Quebec, Canada
$15M +$2.99M +25,000 +25%
GC
397
Grimes & Company
Massachusetts
$15M -$432K -3,614 -3%
GPA
398
Guidance Point Advisors
Massachusetts
$15M +$118K +986 +0.8%
PCP
399
Panoramic Capital Partners
Oregon
$15M +$126K +1,050 +0.9%
XF
400
XML Financial
Maryland
$14.9M -$558K -4,670 -4%