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iShares Core S&P Small-Cap ETF

2,712 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 337 funds opening new positions, 1,056 increasing their positions, 1,025 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

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 (+$3.03B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,025

Holders
2,712
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
312
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.6M
Puts
$45.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1976
Orleans Capital Management
Louisiana
$443K
AA
1977
Ashford Advisors
New York
$443K
AG
1978
AmeriFlex Group
Nevada
$442K
WAG
1979
Wiser Advisor Group
Arizona
$441K
ST
1980
Sentinel Trust
Texas
$441K
HZ
1981
Hixon Zuercher
Ohio
$439K
SL
1982
Sentry LLC
Tennessee
$433K
XT
1983
XTX Topco
Cayman Islands
$432K
GFG
1984
Greystone Financial Group
Michigan
$432K
TAFW
1985
Tred Avon Family Wealth
Maryland
$432K
KIA
1986
KCM Investment Advisors
California
$430K
CWP
1987
CFM Wealth Partners
Texas
$430K
AFA
1988
AA Financial Advisors
Ohio
$429K
BWM
1989
BigSur Wealth Management
Florida
$428K
PMG
1990
Private Management Group
California
$427K
BPW
1991
BlueDoor Private Wealth
Massachusetts
$426K
BFC
1992
Bedel Financial Consulting
Indiana
$426K
TCM
1993
Traub Capital Management
Massachusetts
$426K
CAP
1994
Columbia Advisory Partners
Washington
$425K
CWA
1995
Crux Wealth Advisors
California
$423K
HIP
1996
Harrell Investment Partners
Texas
$422K
TH
1997
Team Hewins
California
$421K
SFP
1998
Shepherd Financial Partners
Massachusetts
$421K
AIP
1999
ARS Investment Partners
New York
$421K
RWFS
2000
Rayburn West Financial Services
Tennessee
$421K