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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
OHWP
626
Oak Harbor Wealth Partners
North Carolina
$7.65M
MA
627
Montag & Associates
Georgia
$7.62M
EH
628
Equitable Holdings
New York
$7.59M
MWP
629
Madison Wealth Partners
Wisconsin
$7.58M
LA
630
Lynch & Associates
Indiana
$7.56M
WPIC
631
White Pine Investment Company
Michigan
$7.56M
CA
632
Cumberland Advisors
Florida
$7.55M
ACB
633
Aristotle Capital Boston
Massachusetts
$7.54M
DWT
634
Dorsey & Whitney Trust
South Dakota
$7.51M
PWM
635
Provident Wealth Management
Tennessee
$7.5M
T
636
TrustBank
Illinois
$7.5M
EGWAG
637
Elwood & Goetz Wealth Advisory Group
Georgia
$7.45M
PFS
638
Prospera Financial Services
Texas
$7.43M
SWA
639
Serenus Wealth Advisors
California
$7.41M
SC
640
Stephenson & Company
California
$7.4M
FMI
641
F/M Investments
District of Columbia
$7.39M
SW
642
SlateStone Wealth
Florida
$7.36M
BIA
643
Bell Investment Advisors
California
$7.36M
BFIM
644
Beese Fulmer Investment Management
Ohio
$7.36M
UFPG
645
United Financial Planning Group
New York
$7.32M
NF
646
Nikulski Financial
Iowa
$7.32M
MF
647
Meridian Financial
Massachusetts
$7.3M
CNBOF
648
City National Bank of Florida
Florida
$7.27M
MWM
649
Meridian Wealth Management
Kentucky
$7.25M
TCM
650
Telos Capital Management
California
$7.23M