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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
NA
451
Nestegg Advisors
New York
$12.3M -$84.9K -710 -0.7%
SDWMA
452
Schneider Downs Wealth Management Advisors
Pennsylvania
$12.3M +$175K +1,467 +1%
JFA
453
JNBA Financial Advisors
Minnesota
$12.3M -$222K -1,858 -2%
4FG
454
4Thought Financial Group
New York
$12.2M -$120K -1,001 -1%
KPWS
455
Kestra Private Wealth Services
Texas
$12.2M +$478K +3,997 +4%
IA
456
IFG Advisory
Georgia
$12.1M +$407K +3,400 +3%
CAG
457
Crestwood Advisors Group
Massachusetts
$12.1M -$294K -2,461 -2%
WSFS
458
Wilmington Savings Fund Society
Delaware
$12.1M +$49.4K +413 +0.4%
ST
459
Sageworth Trust
Pennsylvania
$12.1M -$1.45M -12,163 -11%
SL
460
Salomon & Ludwin
Virginia
$12.1M -$256K -2,137 -2%
CPL
461
Corecam Pte Ltd
$12.1M +$2.32M +19,400 +24%
MIG
462
McGuire Investment Group
Rhode Island
$12M -$290K -2,423 -2%
FDCDDQ
463
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12M +$9.52M +79,590 +396%
CAL
464
Capital Analysts LLC
Pennsylvania
$12M -$932K -7,797 -7%
NA
465
Nordwand Advisors
Pennsylvania
$11.9M -$196K -1,640 -2%
TIM
466
Tortoise Investment Management
New York
$11.9M -$214K -1,789 -2%
LRWA
467
Long Run Wealth Advisors
New York
$11.7M +$215K +1,797 +2%
TCM
468
Towercrest Capital Management
Pennsylvania
$11.7M -$1.57M -13,120 -12%
ACA
469
Aptus Capital Advisors
Alabama
$11.7M -$596K -4,983 -5%
DM
470
Diversified Management
Wisconsin
$11.7M +$11.6M +97,355 New
NLWP
471
Next Level Wealth Planning
Idaho
$11.7M +$305K +2,547 +3%
UBS AM
472
UBS AM
Illinois
$11.7M +$11.6M +97,188 New
SFC
473
Sprinkle Financial Consultants
Colorado
$11.6M -$106K -886 -0.9%
HI
474
Harbour Investments
Wisconsin
$11.6M +$168K +1,405 +1%
PHAM
475
Palisades Hudson Asset Management
Florida
$11.5M -$399K -3,338 -3%