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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
TFP
651
Townsend Financial Planning
Kentucky
$7.21M
MFA
652
Mayflower Financial Advisors
Massachusetts
$7.19M
HFS
653
Hopwood Financial Services
Virginia
$7.18M
ALA
654
Atlas Legacy Advisors
California
$7.16M
PFGIA
655
Patriot Financial Group Insurance Agency
Massachusetts
$7.15M
NCM
656
Northside Capital Management
Oregon
$7.15M
BCM
657
Boltwood Capital Management
California
$7.08M
1WM
658
1900 Wealth Management
Texas
$7.08M
ABC
659
Associated Banc-Corp
Wisconsin
$7.03M
JFGIW
660
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.03M
PL
661
Parthenon LLC
Kentucky
$6.98M
TD Asset Management
662
TD Asset Management
Ontario, Canada
$6.97M
NEAM
663
New England Asset Management
Connecticut
$6.95M
AIM
664
Allen Investment Management
New York
$6.94M
GWM
665
Geneos Wealth Management
Colorado
$6.92M
BA
666
Ballew Advisors
Mississippi
$6.92M
CF
667
CBM Financial
Texas
$6.92M
SWM
668
Shrier Wealth Management
California
$6.89M
PPWM
669
Paragon Private Wealth Management
Kentucky
$6.87M
ML
670
McAdam LLC
Pennsylvania
$6.85M
IFG
671
Independent Financial Group
California
$6.85M
TCBWMS
672
Texas Capital Bank Wealth Management Services
Texas
$6.85M
TGAM
673
TBH Global Asset Management
Tennessee
$6.84M
LPT
674
Legacy Private Trust
Wisconsin
$6.83M
MNBTD
675
Moody National Bank Trust Division
Texas
$6.79M