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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
TA
601
TKG Advisors
Indiana
$8.04M
AL
602
Aspiriant LLC
California
$8.02M
APW
603
Alliance Private Wealth
Massachusetts
$8.01M
CIAS
604
Capital Investment Advisory Services
North Carolina
$8M
GWMIA
605
Global Wealth Management Investment Advisory
Florida
$7.95M
HAG
606
HighPoint Advisor Group
Illinois
$7.93M
SWM
607
Spire Wealth Management
Virginia
$7.9M
KNFPWM
608
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.88M
IA
609
IFS Advisors
Kansas
$7.86M
DWM
610
Drive Wealth Management
Utah
$7.86M
BWP
611
Baldwin Wealth Partners
Massachusetts
$7.86M
HWM
612
Hemming & Wealth Management
Michigan
$7.85M
FHA
613
Flagship Harbor Advisors
Massachusetts
$7.85M
BW
614
BostonPremier Wealth
Massachusetts
$7.85M
AC
615
Asio Capital
Kentucky
$7.84M
SB
616
Strategic Blueprint
Georgia
$7.81M
AP
617
Aspect Partners
Virginia
$7.79M
PCM
618
Park Capital Management
Wisconsin
$7.77M
AWP
619
Accretive Wealth Partners
New Jersey
$7.75M
WCM
620
WLTH Capital Management
Arizona
$7.68M
DWM
621
Diversify Wealth Management
Utah
$7.68M
LWM
622
Latko Wealth Management
Illinois
$7.66M
CV
623
Counterweight Ventures
North Carolina
$7.65M
OHWP
624
Oak Harbor Wealth Partners
North Carolina
$7.65M
MA
625
Montag & Associates
Georgia
$7.62M