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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
3FI
2501
3 Factor Indexing
California
$173K
CFO
2502
Cambient Family Office
Michigan
$171K
CFS
2503
CGC Financial Services
Oregon
$168K
CWMS
2504
CFG Wealth Management Services
Indiana
$167K
DIP
2505
DT Investment Partners
Pennsylvania
$162K
PCMNC
2506
Piedmont Capital Management (North Carolina)
North Carolina
$159K
CCMI
2507
Creative Capital Management Investments
California
$158K
BHWM
2508
Beaird Harris Wealth Management
Texas
$156K
CJ
2509
Caitlin John
Michigan
$156K
GTAM
2510
Global Trust Asset Management
Florida
$156K
ACM
2511
Anfield Capital Management
California
$154K
AGWCA
2512
Annis Gardner Whiting Capital Advisors
Florida
$154K
LWM
2513
Lodestone Wealth Management
Washington
$153K
GG
2514
Gleason Group
Kentucky
$150K
WA
2515
Walsh & Associates
Florida
$150K
TWIM
2516
TIAA Wealth Investment Management
New York
$150K
MCM
2517
Mill Capital Management
North Carolina
$149K
HWA
2518
HHM Wealth Advisors
Tennessee
$141K
LAS
2519
Lloyd Advisory Services
Georgia
$141K
KFG
2520
Kingdom Financial Group
Arizona
$141K
AA
2521
Addison Advisors
Vermont
$140K
AW
2522
Ankerstar Wealth
Texas
$137K
RFA
2523
Register Financial Advisors
Georgia
$135K
TWD
2524
True Wealth Design
Ohio
$134K
BA
2525
Ballast Advisors
Minnesota
$130K