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iShares Core S&P Small-Cap ETF

2,709 hedge funds and large institutions have $68.6B invested in iShares Core S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,082 increasing their positions, 1,133 reducing their positions, and 105 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: $ → $

0.11% more ownership

Funds ownership: 74.34%74.44% (+0.11%)

0% less funds holding

Funds holding: 2,7122,709 (-3)

5% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,133

Holders
2,709
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
RIA
401
Regal Investment Advisors
Michigan
$15.2M
MWM
402
Modern Wealth Management
Kansas
$15.2M
BSAM
403
Blue Square Asset Management
New York
$15.1M
B
404
Bailard
California
$15.1M
SWP
405
Sagespring Wealth Partners
Tennessee
$15.1M
HI
406
Harbour Investments
Wisconsin
$15M
RWP
407
RWA Wealth Partners
Massachusetts
$15M
NCM
408
Neumann Capital Management
California
$14.7M
GAM
409
Gotham Asset Management
New York
$14.5M
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$14.4M
MPW
411
Melone Private Wealth
Michigan
$14.3M
ATC
412
Argent Trust Co
Tennessee
$14.3M
EF
413
Empowered Funds
Pennsylvania
$14.3M
IAG
414
Investment Advisory Group
Massachusetts
$14.2M
CA
415
Centerpoint Advisors
Massachusetts
$14.2M
CB
416
Community Bank
New York
$14.1M
NPF
417
Norris Perne & French
Michigan
$14.1M
HCP
418
Holt Capital Partners
Texas
$14.1M
Barclays
419
Barclays
United Kingdom
$14M
SC
420
SouthState Corp
Florida
$14M
Kovitz Investment Group Partners
421
Kovitz Investment Group Partners
Illinois
$14M
NA
422
Nottingham Advisors
New York
$13.9M
PPW
423
PACK Private Wealth
Minnesota
$13.8M
OIA
424
OneDigital Investment Advisors
Kansas
$13.7M
MSA
425
Marino Stram & Associates
Massachusetts
$13.7M