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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
SFG
1201
Sunburst Financial Group
Alabama
$2.05M
SWA
1202
Stratos Wealth Advisors
Ohio
$2.04M
HOWA
1203
Hudson Oak Wealth Advisory
New Jersey
$2.04M
ML
1204
Mayport LLC
Massachusetts
$2.03M
MC
1205
Moors & Cabot
Massachusetts
$2.03M
JPWM
1206
Jamison Private Wealth Management
Georgia
$2.03M
BLC
1207
Blue Line Capital
Illinois
$2.02M
BOJHT
1208
Bank of Jackson Hole Trust
Wyoming
$2.01M
FWM
1209
Forza Wealth Management
Florida
$2.01M
HNB
1210
Hilltop National Bank
Wyoming
$2.01M
LNWTC
1211
Laird Norton Wetherby Trust Company
Washington
$2.01M
NWP
1212
NerdWallet Wealth Partners
New York
$2.01M
TPWA
1213
TRUE Private Wealth Advisors
Oregon
$2M
WCM
1214
Winebrenner Capital Management
Kentucky
$2M
WP
1215
WealthShield Partners
North Carolina
$1.99M
UWM
1216
Urban Wealth Management
California
$1.99M
NCM
1217
Novare Capital Management
North Carolina
$1.98M
CCM
1218
Coldstream Capital Management
Washington
$1.98M
CA
1219
Continuum Advisory
Idaho
$1.98M
SAM
1220
Secure Asset Management
Michigan
$1.96M
JSL
1221
JT Stratford LLC
Georgia
$1.95M
RGF
1222
Retirement Guys Formula
Ohio
$1.95M
GDP
1223
Great Diamond Partners
Maine
$1.95M
CCA
1224
Cora Capital Advisors
New Jersey
$1.95M
FCB
1225
First County Bank
Connecticut
$1.93M