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iShares Core S&P Small-Cap ETF

2,673 hedge funds and large institutions have $65.4B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 1,047 increasing their positions, 1,018 reducing their positions, and 97 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 call options, than puts

Call options by funds: $ | Put options by funds: $

4% more capital invested

Capital invested by funds: $62.8B → $65.4B (+$2.63B)

3% more repeat investments, than reductions

Existing positions increased: 1,047 | Existing positions reduced: 1,018

0.72% more ownership

Funds ownership: 73.12%73.85% (+0.72%)

Holders
2,673
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
307
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
HIP
1976
Harrell Investment Partners
Texas
$422K
TH
1977
Team Hewins
California
$421K
SFP
1978
Shepherd Financial Partners
Massachusetts
$421K
AIP
1979
ARS Investment Partners
New York
$421K
RWFS
1980
Rayburn West Financial Services
Tennessee
$421K
AWA
1981
Asempa Wealth Advisors
Louisiana
$420K
CFA
1982
Capstone Financial Advisors
Illinois
$419K
WH
1983
Willner & Heller
California
$418K
SCM
1984
Sterling Capital Management
North Carolina
$418K
TA
1985
TFB Advisors
Kansas
$417K
AT
1986
Adelphi Trust
Florida
$415K
OWM
1987
Orgel Wealth Management
Wisconsin
$415K
PWC
1988
Pathfinder Wealth Consulting
North Carolina
$413K
KNW
1989
Kesler Norman & Wride
Utah
$413K
AW
1990
Ankerstar Wealth
Texas
$413K
FC
1991
Financial Consulate
Maryland
$412K
PFA
1992
Petra Financial Advisors
Colorado
$412K
RFA
1993
Rollins Financial Advisors
New York
$412K
TFA
1994
Teamwork Financial Advisors
Texas
$412K
BTD
1995
BankPlus Trust Department
Mississippi
$410K
AWM
1996
Avaii Wealth Management
Wisconsin
$410K
RDWM
1997
Red Door Wealth Management
Tennessee
$409K
TMWM
1998
Taylor & Morgan Wealth Management
Michigan
$408K
PCM
1999
Poehling Capital Management
Wisconsin
$408K
DI
2000
DAGCO Inc
Ohio
$407K