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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
HCM
1476
Howland Capital Management
Massachusetts
$1.16M
OC
1477
Opinicus Capital
Florida
$1.15M
WC
1478
Waterloo Capital
Texas
$1.15M
RC
1479
Roundview Capital
New Jersey
$1.15M
CCWM
1480
Cassaday & Co Wealth Management
Virginia
$1.15M
SCA
1481
Sandy Cove Advisors
Massachusetts
$1.14M
TCM
1482
TD Capital Management
Tennessee
$1.14M
FNBTCON
1483
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M
IA
1484
Integrity Alliance
Iowa
$1.14M
SWM
1485
Sendero Wealth Management
Texas
$1.14M
VCP
1486
Vista Capital Partners
Oregon
$1.14M
BFWM
1487
Bright Futures Wealth Management
New York
$1.13M
CFG
1488
Compton Financial Group
Maryland
$1.13M
SWM
1489
SHP Wealth Management
Massachusetts
$1.12M
BWM
1490
Birchcreek Wealth Management
Ohio
$1.12M
LWP
1491
Laurel Wealth Planning
Minnesota
$1.12M
FFG
1492
Fiduciary Financial Group
California
$1.12M
PB
1493
Prosperity Bancshares
Texas
$1.12M
CWM
1494
Clearview Wealth Management
California
$1.12M
IA
1495
IFC Advisors
California
$1.12M
TF
1496
Tompkins Financial
New York
$1.12M
PVI
1497
Pine Valley Investments
New Jersey
$1.11M
IAS
1498
Insigneo Advisory Services
Florida
$1.11M
PWS
1499
Pursuit Wealth Strategies
North Carolina
$1.11M
NF
1500
NavPoint Financial
Minnesota
$1.11M