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iShares Core S&P Small-Cap ETF

2,730 hedge funds and large institutions have $68.8B invested in iShares Core S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,089 increasing their positions, 1,142 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 2,7172,730 (+13)

0.22% more ownership

Funds ownership: 74.35%74.57% (+0.22%)

5% less repeat investments, than reductions

Existing positions increased: 1,089 | Existing positions reduced: 1,142

Holders
2,730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
332
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40M
Puts
$23.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
2476
VERITY Wealth Advisors
United States
$204K
AA
2477
Advisory Advocates
Michigan
$204K
MWM
2478
Manske Wealth Management
Texas
$203K
T
2479
Tidemark
California
$203K
TWM
2480
Triton Wealth Management
Arizona
$202K
GWA
2481
Gutierrez Wealth Advisory
Arkansas
$202K
CVM
2482
Cheviot Value Management
California
$202K
BDPWM
2483
Barnes Dennig Private Wealth Management
Ohio
$202K
JIR
2484
James Investment Research
Ohio
$201K
BIA
2485
Beacon Investment Advisors
Maryland
$201K
BAM
2486
Beaumont Asset Management
Texas
$201K
MWA
2487
Monograph Wealth Advisors
California
$201K
JDLA
2488
J. Derek Lewis & Associates
California
$201K
HC
2489
Hamilton Capital
Ohio
$201K
AR
2490
Apeiron RIA
Texas
$201K
MAG
2491
MRA Advisory Group
New Jersey
$201K
SIC
2492
SJS Investment Consulting
Ohio
$200K
FG
2493
Fairman Group
Pennsylvania
$198K
BW
2494
Basepoint Wealth
Iowa
$197K
Kayne Anderson Rudnick Investment Management
2495
Kayne Anderson Rudnick Investment Management
California
$197K
AF
2496
Align Financial
Minnesota
$194K
JGIA
2497
Jackson Grant Investment Advisers
Connecticut
$194K
EP
2498
Essential Partners
California
$186K
RTL
2499
Red Tortoise LLC
Georgia
$183K
AP
2500
Atwood & Palmer
Missouri
$175K