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iShares Core S&P Small-Cap ETF

2,719 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: 2,5212,719 (+198)

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
2,719
Holders Change
+198
Holders Change %
+7.85%
% of All Funds
33.08%
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
JFGIW
701
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.32M +$20.8K +174 +0.3%
TD Asset Management
702
TD Asset Management
Ontario, Canada
$6.31M +$27.5K +230 +0.4%
RWB
703
RMR Wealth Builders
New Jersey
$6.31M -$24.1M -201,452 -79%
IFG
704
Independent Financial Group
California
$6.29M +$156K +1,306 +3%
CF
705
CBM Financial
Texas
$6.24M +$5.69M +47,585 New
NEAM
706
New England Asset Management
Connecticut
$6.23M +$919K +7,685 +17%
ML
707
McAdam LLC
Pennsylvania
$6.21M +$245K +2,048 +4%
GC
708
Garde Capital
Washington
$6.19M -$81.1K -678 -1%
CHC
709
City Holding Co
West Virginia
$6.16M +$194K +1,625 +3%
SCA
710
Snowden Capital Advisors
New York
$6.13M +$1.14M +9,557 +23%
SWM
711
Shrier Wealth Management
California
$6.13M +$6.1M +50,990 New
AF
712
AtlasMark Financial
Texas
$6.13M -$21.6K -181 -0.4%
SFS
713
Sowell Financial Services
Arkansas
$6.09M +$54.5K +456 +0.9%
CPC
714
Consolidated Planning Corp
Georgia
$6.08M +$644K +5,386 +12%
SAI
715
Savvy Advisors Inc
New York
$6.05M +$1.08M +9,049 +22%
MBT
716
Montecito Bank & Trust
California
$6.04M -$218K -1,824 -4%
HBT
717
Hills Bank & Trust
Iowa
$6.02M -$115K -962 -2%
GSC
718
G&S Capital
Colorado
$6.02M -$32.3K -270 -0.5%
CWG
719
Cornerstone Wealth Group
North Carolina
$6.01M -$509K -4,254 -8%
NCM
720
Noesis Capital Mangement
Florida
$5.99M -$124K -1,033 -2%
SWM
721
Spire Wealth Management
Virginia
$5.99M +$310K +2,591 +5%
RBC
722
Romano Brothers & Co
Illinois
$5.97M -$122K -1,023 -2%
CFO
723
Capitol Family Office
Oregon
$5.95M -$1.07M -8,924 -15%
FPAS
724
Focus Partners Advisor Solutions
Missouri
$5.94M +$291K +2,433 +5%
EWP
725
Elevation Wealth Partners
California
$5.89M -$241K -2,017 -4%