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iShares Core S&P Small-Cap ETF

2,692 hedge funds and large institutions have $68B invested in iShares Core S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,076 increasing their positions, 1,124 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: $ → $

0.21% less ownership

Funds ownership: 73.91%73.69% (-0.21%)

1% less funds holding

Funds holding: 2,7062,692 (-14)

4% less repeat investments, than reductions

Existing positions increased: 1,076 | Existing positions reduced: 1,124

Holders
2,692
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
328
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
OAJ
2626
Ogorek Anthony Joseph
New York
$20K
CFP
2627
Comprehensive Financial Planning
Pennsylvania
$19.9K
RCM
2628
Raleigh Capital Management
North Carolina
$19.6K
PAIM
2629
Punch & Associates Investment Management
Minnesota
$18.9K
BCM
2630
Boreal Capital Management
Florida
$18.6K
KFO
2631
Kopp Family Office
Minnesota
$17.5K
PWS
2632
Peterson Wealth Services
Utah
$17.4K
FFA
2633
Frazier Financial Advisors
Ohio
$17.4K
BIM
2634
Breakwater Investment Management
Washington
$16.9K
WA
2635
WPG Advisers
Maryland
$16.9K
MWC
2636
MBM Wealth Consultants
Missouri
$16.9K
TCM
2637
Tradewinds Capital Management
Washington
$15.8K
PWM
2638
Peterson Wealth Management
Nevada
$15.5K
SWIM
2639
Smallwood Wealth Investment Management
New Jersey
$15.3K
MSFP
2640
Mark Sheptoff Financial Planning
Connecticut
$15.1K
PSFG
2641
Park Square Financial Group
Georgia
$15K
PFO
2642
Pioneer Family Office
Florida
$14.9K
AIC
2643
Archer Investment Corporation
Indiana
$14.5K
Simplex Trading
2644
Simplex Trading
Illinois
$14.5K
SC
2645
Swan Capital
Florida
$13.3K
FGAM
2646
Financial Gravity Asset Management
Texas
$13.1K
APW
2647
Atlantic Private Wealth
North Carolina
$13K
CNBT
2648
Cornerstone National Bank & Trust
Illinois
$12.7K
GK
2649
Graney & King
New York
$12.7K
SFC
2650
SYM Financial Corp
Indiana
$12.6K