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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
IFWM
1276
Institute for Wealth Management
Colorado
$1.72M
AC
1277
AWM Capital
Arizona
$1.72M
OBGC
1278
O'Brien Greene & Co
Pennsylvania
$1.72M
IJWM
1279
Inman Jager Wealth Management
Mississippi
$1.72M
WA
1280
Wilshire Advisors
California
$1.71M
PAM
1281
Peak Asset Management
Colorado
$1.71M
WA
1282
WP Advisors
California
$1.71M
TWA
1283
Talisman Wealth Advisors
New Jersey
$1.71M
AW
1284
Avion Wealth
Texas
$1.71M
RIA
1285
Retirement Investment Advisors
Oklahoma
$1.7M
ES
1286
Eagle Strategies
New York
$1.7M
TFM
1287
TFC Financial Management
Massachusetts
$1.7M
RCG
1288
Regatta Capital Group
California
$1.7M
RIG
1289
RiverFront Investment Group
Virginia
$1.69M
PGA
1290
Portland Global Advisors
Maine
$1.68M
FVWA
1291
Foster Victor Wealth Advisors
South Carolina
$1.68M
ADL
1292
Asset Dedication LLC
California
$1.67M
KWA
1293
Kellett Wealth Advisors
Ohio
$1.67M
QFA
1294
Quattro Financial Advisors
Texas
$1.66M
YAIA
1295
Yanni & Associates Investment Advisors
Pennsylvania
$1.66M
BAAM
1296
Baker Avenue Asset Management
California
$1.66M
Fisher Asset Management
1297
Fisher Asset Management
Washington
$1.66M
IAS
1298
Integrity Advisory Solutions
Texas
$1.65M
CFFP
1299
Center for Financial Planning
Michigan
$1.64M
OW
1300
Olistico Wealth
Oklahoma
$1.64M