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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
CS
1501
Cannell & Spears
New York
$1.11M
SG Americas Securities
1502
SG Americas Securities
New York
$1.11M
AWP
1503
Axis Wealth Partners
Rhode Island
$1.11M
EC
1504
EdgeRock Capital
Colorado
$1.1M
7WCP
1505
71 West Capital Partners
Massachusetts
$1.1M
SWM
1506
Steelhead Wealth Management
Virginia
$1.09M
NCM
1507
Nelson Capital Management
California
$1.09M
CFG
1508
Cosner Financial Group
Colorado
$1.08M
VFP
1509
Vilga Financial Planning
New Jersey
$1.08M
SWGC
1510
Summit Wealth Group (Colorado)
Colorado
$1.08M
TBT
1511
Texas Bank & Trust
Texas
$1.08M
GWANC
1512
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08M
PPG
1513
Peak Planning Group
Colorado
$1.07M
PMFA
1514
Plante Moran Financial Advisors
Michigan
$1.07M
CNC
1515
Canandaigua National Corp
New York
$1.07M
HA
1516
Helium Advisors
Washington
$1.07M
FF
1517
Farnam Financial
Arizona
$1.07M
IIM
1518
Ipswich Investment Management
Massachusetts
$1.07M
PA
1519
PW Advisors
Florida
$1.07M
TIM
1520
Thompson Investment Management
Wisconsin
$1.06M
PCH
1521
PGIM Custom Harvest
New Jersey
$1.06M
VIA
1522
Victrix Investment Advisors
Florida
$1.06M
DWM
1523
Defined Wealth Management
Oregon
$1.06M
BFA
1524
Bragg Financial Advisors
North Carolina
$1.06M
FPCG
1525
Forum Private Client Group
Indiana
$1.05M