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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
PLU
601
Performa Ltd (US)
South Carolina
$8.25M
VRM
602
Vectors Research Management
New York
$8.12M
TA
603
TKG Advisors
Indiana
$8.04M
AL
604
Aspiriant LLC
California
$8.02M
APW
605
Alliance Private Wealth
Massachusetts
$8.01M
CIAS
606
Capital Investment Advisory Services
North Carolina
$8M
GWMIA
607
Global Wealth Management Investment Advisory
Florida
$7.95M
HAG
608
HighPoint Advisor Group
Illinois
$7.93M
SWM
609
Spire Wealth Management
Virginia
$7.9M
KNFPWM
610
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.88M
IA
611
IFS Advisors
Kansas
$7.86M
DWM
612
Drive Wealth Management
Utah
$7.86M
BWP
613
Baldwin Wealth Partners
Massachusetts
$7.86M
HWM
614
Hemming & Wealth Management
Michigan
$7.85M
FHA
615
Flagship Harbor Advisors
Massachusetts
$7.85M
BW
616
BostonPremier Wealth
Massachusetts
$7.85M
AC
617
Asio Capital
Kentucky
$7.84M
SB
618
Strategic Blueprint
Georgia
$7.81M
AP
619
Aspect Partners
Virginia
$7.79M
PCM
620
Park Capital Management
Wisconsin
$7.77M
AWP
621
Accretive Wealth Partners
New Jersey
$7.75M
WCM
622
WLTH Capital Management
Arizona
$7.68M
DWM
623
Diversify Wealth Management
Utah
$7.68M
LWM
624
Latko Wealth Management
Illinois
$7.66M
CV
625
Counterweight Ventures
North Carolina
$7.65M