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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
LAM
1101
Lewis Asset Management
California
$2.55M
VA
1102
VestGen Advisors
Illinois
$2.54M
NCM
1103
Narwhal Capital Management
Georgia
$2.54M
NPFS
1104
Novak & Powell Financial Services
Florida
$2.54M
CPRPA
1105
Cerity Partners Retirement Plan Advisors
New York
$2.54M
PWA
1106
Peterson Wealth Advisors
Utah
$2.53M
RFO
1107
RiverGlades Family Offices
Florida
$2.53M
DJYG
1108
David J. Yvars Group
Florida
$2.53M
MBWA
1109
Marin Bay Wealth Advisors
California
$2.52M
LAM
1110
LOM Asset Management
$2.51M
CD
1111
Chapin Davis
Maryland
$2.5M
PWM
1112
Pines Wealth Management
North Carolina
$2.5M
TFCP
1113
Twin Focus Capital Partners
Massachusetts
$2.5M
JWBC
1114
John W. Brooker & Co
California
$2.5M
AM
1115
AGF Management
Ontario, Canada
$2.49M
IMRF
1116
Illinois Municipal Retirement Fund
Illinois
$2.49M
ACM
1117
Absolute Capital Management
Pennsylvania
$2.48M
SWM
1118
Sentinel Wealth Management
Virginia
$2.48M
MFG
1119
Mann Financial Group
Minnesota
$2.48M
PWA
1120
Provenance Wealth Advisors
Florida
$2.47M
RMDI
1121
R.M. Davis Inc
Maine
$2.47M
FPTW
1122
Franklin, Parlapiano, Turner & Welch
Texas
$2.47M
MAWCM
1123
Mine & Arao Wealth Creation & Management
California
$2.46M
Neuberger Berman Group
1124
Neuberger Berman Group
New York
$2.46M
Vontobel Holding
1125
Vontobel Holding
Switzerland
$2.45M