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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
CTA
751
Colonial Trust Advisors
South Carolina
$5.61M
EWA
752
Etesian Wealth Advisors
Oregon
$5.56M
MCM
753
MidAtlantic Capital Management
Virginia
$5.56M
MC
754
Middleton & Co
Massachusetts
$5.55M
CG
755
Curat Global
New Hampshire
$5.55M
BMCM
756
Bryn Mawr Capital Management
Pennsylvania
$5.54M
CFIA
757
Cantor Fitzgerald Investment Advisors
New York
$5.51M
RA
758
Resolute Advisors
California
$5.5M
CPW
759
Crestmont Private Wealth
Texas
$5.5M
ISWM
760
Independent Solutions Wealth Management
New York
$5.49M
ASW
761
Astoria Strategic Wealth
Texas
$5.46M
MCA
762
MSH Capital Advisors
Arizona
$5.45M
DWM
763
Dakota Wealth Management
Florida
$5.42M
CA
764
Capital Advantage
California
$5.42M
WPC
765
Wedmont Private Capital
Pennsylvania
$5.38M
EL
766
EQ LLC
Washington
$5.37M
AF
767
Affiance Financial
Minnesota
$5.35M
PGF
768
Plan Group Financial
Oklahoma
$5.33M
AF
769
Apollon Financial
South Carolina
$5.33M
PTC
770
Private Trust Company
Ohio
$5.33M
WCP
771
Wick Capital Partners
Pennsylvania
$5.3M
CASB
772
Cape Ann Savings Bank
Massachusetts
$5.29M
LWL
773
Leo Wealth LLC
Texas
$5.28M
SFB
774
STAR Financial Bank
Indiana
$5.28M
VIM
775
Vista Investment Management
Pennsylvania
$5.26M