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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
AFG
726
Arkansas Financial Group
Arkansas
$5.87M -$240K -2,003 -4%
MLIC
727
Mandatum Life Insurance Company
Finland
$5.86M
AFS
728
Aft Forsyth & Sober
Florida
$5.85M
AWMG
729
Alliance Wealth Management Group
New Jersey
$5.84M -$628K -5,253 -10%
TWC
730
TD Waterhouse Canada
Ontario, Canada
$5.76M -$1.62M -13,528 -22%
EWA
731
Etesian Wealth Advisors
Oregon
$5.75M -$248K -2,072 -4%
OGF
732
Orin Green Financial
California
$5.74M +$111K +927 +2%
CM
733
Columbus Macro
Pennsylvania
$5.73M +$585K +4,889 +11%
FNBOH
734
First National Bank of Hutchinson
Kansas
$5.73M -$903K -7,553 -14%
KWM
735
Kingsview Wealth Management
Oregon
$5.72M +$60.5K +506 +1%
GWM
736
Graybill Wealth Management
Illinois
$5.71M +$34.1K +285 +0.6%
LFS
737
Legacy Financial Strategies
Kansas
$5.71M -$9.6M -80,237 -63%
HCM
738
Hudson Capital Management
New Jersey
$5.68M +$4.77M +39,926 +541%
CA
739
Corecam AG
$5.67M +$5.64M +47,160 New
KAS
740
KPP Advisory Services
Kentucky
$5.65M +$70.8K +592 +1%
WB
741
WesBanco Bank
West Virginia
$5.65M +$1.34M +11,198 +31%
NCM
742
Next Capital Management
New York
$5.65M +$339K +2,837 +6%
LF
743
Lee Financial
Texas
$5.64M -$78.7K -658 -1%
MCA
744
Magnolia Capital Advisors
Mississippi
$5.61M +$1.02M +8,545 +22%
Empower Advisory Group
745
Empower Advisory Group
Colorado
$5.61M -$784K -6,553 -12%
National Bank of Canada
746
National Bank of Canada
Quebec, Canada
$5.56M +$214K +1,786 +4%
DWM
747
Dakota Wealth Management
Florida
$5.55M -$164K -1,372 -3%
CIC
748
Carnegie Investment Counsel
Ohio
$5.55M -$222K -1,856 -4%
FFO
749
Fortitude Family Office
Arizona
$5.51M +$503K +4,209 +10%
CAM
750
Campion Asset Management
Virginia
$5.5M +$704K +5,885 +15%