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iShares Core S&P Small-Cap ETF

2,692 hedge funds and large institutions have $68B invested in iShares Core S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,076 increasing their positions, 1,124 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: $ → $

0.21% less ownership

Funds ownership: 73.91%73.69% (-0.21%)

1% less funds holding

Funds holding: 2,7062,692 (-14)

4% less repeat investments, than reductions

Existing positions increased: 1,076 | Existing positions reduced: 1,124

Holders
2,692
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
328
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
101
Sage Financial Group
Pennsylvania
$75.3M
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$75.1M
MWM
103
Mission Wealth Management
California
$74.4M
KA
104
Klingman & Associates
New York
$73.7M
SIC
105
Sigma Investment Counselors
Michigan
$69.2M
SLT
106
St Louis Trust
Missouri
$68.3M
UB
107
UMB Bank
Missouri
$68.2M
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$67.9M
JIC
109
Johnson Investment Counsel
Ohio
$67.4M
BF
110
BOK Financial
Oklahoma
$67M
PAG
111
Private Advisor Group
New Jersey
$66.1M
GT
112
Greenleaf Trust
Michigan
$65M
HI
113
Horizon Investments
North Carolina
$64.8M
AllianceBernstein
114
AllianceBernstein
Tennessee
$63.2M
CWM
115
Connecticut Wealth Management
Connecticut
$62.9M
WA
116
Wealth Architects
California
$62.9M
FBFS
117
First Business Financial Services
Wisconsin
$62.3M
CA
118
Clearstead Advisors
Ohio
$61.1M
CWM
119
Cahaba Wealth Management
Georgia
$59.4M
AWM
120
Abound Wealth Management
Tennessee
$58.2M
BBHC
121
Brown Brothers Harriman & Co
New York
$57.9M
BBA
122
BLB&B Advisors
Pennsylvania
$57.9M
BSB
123
Bangor Savings Bank
Maine
$57.5M
ACGA
124
Atlanta Consulting Group Advisors
Georgia
$57M
AWM
125
Axxcess Wealth Management
California
$56.8M