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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
SOS
826
Silver Oak Securities
Tennessee
$4.6M -$81.2K -679 -2%
FFG
827
Fortress Financial Group
Minnesota
$4.59M +$268K +2,242 +6%
SSWM
828
Sheets Smith Wealth Management
North Carolina
$4.57M +$42.2K +353 +0.9%
LFP
829
Lakeshore Financial Planning
Michigan
$4.55M +$42.8K +358 +1%
MPCA
830
Madison Park Capital Advisors
Washington
$4.54M +$34.3K +287 +0.8%
PFM
831
Phillips Financial Management
Indiana
$4.52M -$1.38M -11,580 -24%
SIAM
832
Sterling Investment Advisors (Missouri)
Missouri
$4.51M -$53.8K -450 -1%
AFO
833
Arrowroot Family Office
California
$4.51M +$212K +1,775 +5%
WWM
834
Wolff Wiese Magana
California
$4.51M +$179K +1,500 +4%
PBO
835
Peoples Bank (Ohio)
Ohio
$4.5M -$60.4K -505 -1%
BHBT
836
Burke & Herbert Bank & Trust
Virginia
$4.5M -$5.6M -46,846 -56%
IAS
837
IMA Advisory Services
Colorado
$4.49M +$8.61K +72 +0.2%
AF
838
Amara Financial
California
$4.49M +$1.48M +12,354 +49%
AF
839
Affiance Financial
Minnesota
$4.48M +$369K +3,087 +9%
BRWA
840
B. Riley Wealth Advisors
Florida
$4.47M +$1.46M +12,200 +49%
SW
841
Simplicity Wealth
New Jersey
$4.46M -$374K -3,128 -8%
ST
842
Spinnaker Trust
Maine
$4.46M -$1.2K -10 -0%
PAG
843
Private Advisory Group
Washington
$4.45M -$186K -1,558 -4%
MUAMU
844
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.45M
IWP
845
Invenio Wealth Partners
Florida
$4.43M +$156K +1,307 +4%
EW
846
Elyxium Wealth
California
$4.41M -$209K -1,751 -5%
CF
847
Conquis Financial
California
$4.4M +$189K +1,578 +5%
ACA
848
Adirondack Capital Advisors
New York
$4.38M +$4.36M +36,462 New
CT
849
Colonial Trust
South Carolina
$4.37M +$234K +1,953 +6%
PPWM
850
PFG Private Wealth Management
Florida
$4.37M +$4.03M +33,739 +1,303%