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iShares Core S&P Small-Cap ETF

2,710 hedge funds and large institutions have $68.7B invested in iShares Core S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,083 increasing their positions, 1,133 reducing their positions, and 105 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: $ → $

0.12% more ownership

Funds ownership: 74.34%74.45% (+0.12%)

0% less funds holding

Funds holding: 2,7122,710 (-2)

4% less repeat investments, than reductions

Existing positions increased: 1,083 | Existing positions reduced: 1,133

Holders
2,710
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
GWANC
1501
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08M
PPG
1502
Peak Planning Group
Colorado
$1.07M
PMFA
1503
Plante Moran Financial Advisors
Michigan
$1.07M
CNC
1504
Canandaigua National Corp
New York
$1.07M
HA
1505
Helium Advisors
Washington
$1.07M
FF
1506
Farnam Financial
Arizona
$1.07M
IIM
1507
Ipswich Investment Management
Massachusetts
$1.07M
PA
1508
PW Advisors
Florida
$1.07M
TIM
1509
Thompson Investment Management
Wisconsin
$1.06M
PCH
1510
PGIM Custom Harvest
New Jersey
$1.06M
VIA
1511
Victrix Investment Advisors
Florida
$1.06M
DWM
1512
Defined Wealth Management
Oregon
$1.06M
BFA
1513
Bragg Financial Advisors
North Carolina
$1.06M
FPCG
1514
Forum Private Client Group
Indiana
$1.05M
SGCA
1515
Steel Grove Capital Advisors
Tennessee
$1.05M
GAM
1516
Gemmer Asset Management
California
$1.05M
BTW
1517
Boston Trust Walden
Massachusetts
$1.04M
KWM
1518
KMT Wealth Management
California
$1.04M
CMAI
1519
Capital Management Associates Inc
Minnesota
$1.04M
MWS
1520
MFA Wealth Services
California
$1.04M
SM
1521
Sweeney & Michel
California
$1.04M
IC
1522
Inscription Capital
Texas
$1.04M
FG
1523
Foster Group
Iowa
$1.03M
TIP
1524
Tandem Investment Partners
New Jersey
$1.02M
GPWA
1525
Great Point Wealth Advisors
Massachusetts
$1.02M