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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
CCA
251
Conservest Capital Advisors
Pennsylvania
$26.4M
KLI
252
Kelman-Lazarov Inc
Tennessee
$26.4M
CC
253
Courier Capital
New York
$26.3M
CPRC
254
Consolidated Portfolio Review Corp
New York
$26.3M
BHIA
255
Birch Hill Investment Advisors
Massachusetts
$26.2M
NQWM
256
Northwest Quadrant Wealth Management
Oregon
$25.9M
PAI
257
Pittenger & Anderson Inc
Nebraska
$25.8M
HSBC Holdings
258
HSBC Holdings
United Kingdom
$25.6M
AWA
259
Arkadios Wealth Advisors
Georgia
$25.6M
KWMG
260
King Wealth Management Group
Florida
$25.6M
PWM
261
Parkway Wealth Management
Texas
$25.6M
FA
262
Fiduciary Alliance
South Carolina
$25.6M
CIC
263
Cutler Investment Counsel
Oregon
$25.5M
TCA
264
Trifecta Capital Advisors
Illinois
$25.5M
MT
265
Midwest Trust
Kansas
$25M
CVSC
266
C.V. Starr & Co
New York
$24.9M
FMN
267
Financial Management Network
California
$24.7M
HTIM
268
Harbour Trust & Investment Management
Indiana
$24.6M
CPA
269
Capital Performance Advisors
California
$24.3M
Legal & General Group
270
Legal & General Group
United Kingdom
$24.2M
RFP
271
Roth Financial Partners
Texas
$24.1M
DADC
272
D.A. Davidson & Co
Montana
$24M
FWM
273
FFT Wealth Management
Pennsylvania
$23.9M
LFS
274
Lutz Financial Services
Nebraska
$23.8M
UBS AM
275
UBS AM
Illinois
$23.8M