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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
WGL
2001
Wellington Grp LLC
Indiana
$421K
AWA
2002
Asempa Wealth Advisors
Louisiana
$420K
CFA
2003
Capstone Financial Advisors
Illinois
$419K
WH
2004
Willner & Heller
California
$418K
SCM
2005
Sterling Capital Management
North Carolina
$418K
TA
2006
TFB Advisors
Kansas
$417K
AT
2007
Adelphi Trust
Florida
$415K
OWM
2008
Orgel Wealth Management
Wisconsin
$415K
PWC
2009
Pathfinder Wealth Consulting
North Carolina
$413K
KNW
2010
Kesler Norman & Wride
Utah
$413K
AW
2011
Ankerstar Wealth
Texas
$413K
BCM
2012
Bluefin Capital Management
New York
$413K
FC
2013
Financial Consulate
Maryland
$412K
PFA
2014
Petra Financial Advisors
Colorado
$412K
RFA
2015
Rollins Financial Advisors
New York
$412K
TFA
2016
Teamwork Financial Advisors
Texas
$412K
BTD
2017
BankPlus Trust Department
Mississippi
$410K
AWM
2018
Avaii Wealth Management
Wisconsin
$410K
RDWM
2019
Red Door Wealth Management
Tennessee
$409K
TMWM
2020
Taylor & Morgan Wealth Management
Michigan
$408K
PCM
2021
Poehling Capital Management
Wisconsin
$408K
DI
2022
DAGCO Inc
Ohio
$407K
KFS
2023
Kelly Financial Services
Massachusetts
$407K
BST
2024
Bath Savings Trust
Maine
$407K
BI
2025
Ballast Inc
Kentucky
$406K