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iShares Core S&P Small-Cap ETF

2,720 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, 1,026 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: 2,5222,720 (+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: 1,026

Holders
2,720
Holders Change
+198
Holders Change %
+7.85%
% of All Funds
33.09%
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
1,026
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
OIS
1001
Okabena Investment Services
Minnesota
$3.19M +$95.3K +797 +3%
GFA
1002
Godfrey Financial Associates
New York
$3.17M +$3.15M +26,372 New
SWA
1003
SOA Wealth Advisors
New York
$3.16M -$136K -1,140 -4%
MKW
1004
Mullaney, Keating & Wright
Connecticut
$3.16M +$41.9K +350 +1%
KFAA
1005
Klaas Financial Asset Advisors
Illinois
$3.15M +$62.9K +526 +2%
LIP
1006
Lynch Investment Planning
Pennsylvania
$3.15M +$3.14M +26,221 New
MCCA
1007
Mill Creek Capital Advisors
Pennsylvania
$3.14M +$137K +1,145 +5%
WJA
1008
Willis Johnson & Associates
Texas
$3.14M -$11.1M -92,965 -78%
SKK
1009
Shepherd Kaplan Krochuk
Massachusetts
$3.13M -$455K -3,805 -13%
WP
1010
Westmount Partners
California
$3.13M +$9.45K +79 +0.3%
FTC
1011
Farmers Trust Company
Ohio
$3.13M -$78.6K -657 -2%
Koshinski Asset Management
1012
Koshinski Asset Management
Illinois
$3.13M -$139K -1,164 -4%
PWA
1013
Provenance Wealth Advisors
Florida
$3.13M +$6.58K +55 +0.2%
LNWTC
1014
Laird Norton Wetherby Trust Company
Washington
$3.12M +$3.11M +25,983 New
EA
1015
Emerald Advisors
Washington
$3.12M -$1.51M -12,654 -33%
CWM
1016
Cornerstone Wealth Management
Missouri
$3.12M -$20.1K -168 -0.6%
EPP
1017
ETF Portfolio Partners
Kansas
$3.12M +$41.3K +345 +1%
UCB
1018
United Community Bank
South Carolina
$3.11M +$244K +2,044 +9%
PCA
1019
Providence Capital Advisors
North Carolina
$3.11M +$24.3K +203 +0.8%
VCA
1020
Verdence Capital Advisors
Maryland
$3.11M -$1.26M -10,495 -29%
TA
1021
TPG Advisors
Illinois
$3.1M -$30.6K -256 -1%
EFS
1022
Essex Financial Services
Connecticut
$3.1M +$6.7K +56 +0.2%
W
1023
Wealthquest
Ohio
$3.1M -$64.8K -542 -2%
SWA
1024
Stratos Wealth Advisors
Ohio
$3.08M -$292K -2,440 -9%
JWBC
1025
John W. Brooker & Co
California
$3.07M -$218K -1,825 -7%