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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
HIP
2001
Harrell Investment Partners
Texas
$422K +$420K +3,511 New
TH
2002
Team Hewins
California
$421K
SFP
2003
Shepherd Financial Partners
Massachusetts
$421K -$59.2K -495 -12%
AIP
2004
ARS Investment Partners
New York
$421K
RWFS
2005
Rayburn West Financial Services
Tennessee
$421K +$419K +3,500 New
WG
2006
Wellington Group
Indiana
$421K +$418K +3,499 New
AWA
2007
Asempa Wealth Advisors
Louisiana
$420K +$418K +3,497 New
CFA
2008
Capstone Financial Advisors
Illinois
$419K +$1.32K +11 +0.3%
WH
2009
Willner & Heller
California
$418K -$30K -251 -7%
SCM
2010
Sterling Capital Management
North Carolina
$418K -$10.8K -90 -3%
TA
2011
TFB Advisors
Kansas
$417K +$15.9K +133 +4%
AT
2012
Adelphi Trust
Florida
$415K +$413K +3,454 New
OWM
2013
Orgel Wealth Management
Wisconsin
$415K -$24.3K -203 -6%
PWC
2014
Pathfinder Wealth Consulting
North Carolina
$413K +$411K +3,440 New
KNW
2015
Kesler Norman & Wride
Utah
$413K +$411K +3,440 New
AW
2016
Ankerstar Wealth
Texas
$413K +$411K +3,439 New
BCM
2017
Bluefin Capital Management
New York
$413K +$411K +3,433 New
FC
2018
Financial Consulate
Maryland
$412K +$72K +602 +21%
PFA
2019
Petra Financial Advisors
Colorado
$412K
RFA
2020
Rollins Financial Advisors
New York
$412K -$64.1K -536 -14%
TFA
2021
Teamwork Financial Advisors
Texas
$412K -$31K -259 -7%
BTD
2022
BankPlus Trust Department
Mississippi
$410K +$333K +2,781 +440%
AWM
2023
Avaii Wealth Management
Wisconsin
$410K -$5.02K -42 -1%
RDWM
2024
Red Door Wealth Management
Tennessee
$409K +$29.7K +248 +8%
TMWM
2025
Taylor & Morgan Wealth Management
Michigan
$408K +$38.4K +321 +10%