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iShares Core S&P Small-Cap ETF

2,721 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 344 funds opening new positions, 1,056 increasing their positions, 1,026 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more first-time investments, than exits

New positions opened: 344 | Existing positions closed: 96

8% more funds holding

Funds holding: 2,5222,721 (+199)

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
2,721
Holders Change
+199
Holders Change %
+7.89%
% 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
3.79%
New
344
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
ES
1301
Eagle Strategies
New York
$1.63M +$69.2K +579 +4%
CFFP
1302
Center for Financial Planning
Michigan
$1.63M +$13K +109 +0.8%
KWA
1303
Kellett Wealth Advisors
Ohio
$1.62M +$18.3K +153 +1%
ADL
1304
Asset Dedication LLC
California
$1.62M +$7.53K +63 +0.5%
BFW
1305
Brady Family Wealth
Missouri
$1.61M -$58.2K -487 -4%
FNWM
1306
Financial Network Wealth Management
Utah
$1.61M -$598 -5 -0%
MHS
1307
M Holdings Securities
Oregon
$1.61M +$1.6M +13,387 New
EFA
1308
Edge Financial Advisors
Illinois
$1.61M +$6.7K +56 +0.4%
PA
1309
PW Advisors
Florida
$1.61M +$1.6M +13,372 New
SFM
1310
Signet Financial Management
New Jersey
$1.61M -$1.55K -13 -0.1%
MWA
1311
Midland Wealth Advisors
Illinois
$1.6M -$32.8K -274 -2%
FPGK
1312
Financial Partners Group (Kansas)
Kansas
$1.6M +$17.9K +150 +1%
KW
1313
KWB Wealth
California
$1.59M +$539K +4,505 +51%
YAIA
1314
Yanni & Associates Investment Advisors
Pennsylvania
$1.59M +$1.58M +13,218 New
AIA
1315
Arcadia Investment Advisors
Idaho
$1.58M -$699K -5,849 -31%
AWF
1316
Alpha Wealth Funds
Utah
$1.58M -$15.8K -132 -1%
DWG
1317
Darden Wealth Group
Michigan
$1.58M -$83.5K -698 -5%
LWA
1318
Lineweaver Wealth Advisors
Ohio
$1.57M +$84.6K +707 +6%
NRW
1319
Nova R Wealth
Kansas
$1.56M -$277K -2,316 -15%
LWP
1320
LFG Wealth Partners
Kentucky
$1.55M +$1.55M +12,928 New
RSF
1321
Rik Saylor Financial
Ohio
$1.55M -$8.49K -71 -0.5%
PWP
1322
Principle Wealth Partners
Connecticut
$1.54M -$49K -410 -3%
TFM
1323
TFC Financial Management
Massachusetts
$1.54M
DFA
1324
DHJJ Financial Advisors
Illinois
$1.54M -$69.7K -583 -4%
MA
1325
Maxele Advisors
Missouri
$1.53M +$239 +2 +0%