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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
FNBOO
601
First National Bank of Omaha
Nebraska
$8.22M +$5.84M +48,824 +258%
Kovitz Investment Group Partners
602
Kovitz Investment Group Partners
Illinois
$8.17M -$91.3M -763,627 -92%
EIG
603
Ellenbecker Investment Group
Wisconsin
$8.17M -$412K -3,446 -5%
PPWP
604
Premier Path Wealth Partners
New Jersey
$8.17M -$518K -4,332 -6%
SCTC
605
Sanibel Captiva Trust Company
Florida
$8.15M -$97.7K -817 -1%
CCM
606
Cannon Capital Management
Utah
$8.15M +$8.11M +67,825 New
SW
607
SkyOak Wealth
Michigan
$8.07M +$261K +2,181 +3%
NGA
608
Naples Global Advisors
Florida
$8.07M -$59.1K -494 -0.7%
MW
609
Marble Wealth
Alabama
$8.03M +$7.99M +66,788 New
AMM
610
American Money Management
California
$7.97M +$174K +1,456 +2%
HHWM
611
Hiley Hunt Wealth Management
Nebraska
$7.96M -$322K -2,689 -4%
VRM
612
Vectors Research Management
New York
$7.92M -$50.1K -419 -0.6%
CB
613
Commerce Bank
Missouri
$7.91M +$1.67M +13,945 +27%
WCM
614
WLTH Capital Management
Arizona
$7.86M +$7.18M +60,045 New
SIC
615
Sterling Investment Counsel
New York
$7.86M +$117K +975 +2%
PFS
616
Prospera Financial Services
Texas
$7.85M -$133K -1,114 -2%
MWM
617
MTC Wealth Management
Florida
$7.82M -$141K -1,180 -2%
JAG
618
Journey Advisory Group
Kentucky
$7.76M -$19.2M -160,425 -71%
CCM
619
Canal Capital Management
Virginia
$7.75M -$936K -7,825 -11%
DWT
620
Dorsey & Whitney Trust
South Dakota
$7.74M -$9.81K -82 -0.1%
IA
621
IFS Advisors
Kansas
$7.74M -$2.39M -20,024 -24%
AL
622
Aspiriant LLC
California
$7.74M +$1.55M +13,001 +25%
TA
623
TKG Advisors
Indiana
$7.72M +$115K +965 +2%
LWMNY
624
Landmark Wealth Management (New York)
New York
$7.7M +$174K +1,452 +2%
SB
625
Strategic Blueprint
Georgia
$7.68M -$50.6K -423 -0.7%