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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
BWFA
1576
Baltimore-Washington Financial Advisors
Maryland
$944K
MCP
1577
Miller Capital Partners
Michigan
$944K
TCWM
1578
Total Clarity Wealth Management
Illinois
$943K
IWP
1579
Integrity Wealth Partners
California
$941K
CW
1580
CrossGen Wealth
North Carolina
$939K
PWP
1581
Phillips Wealth Planners
Mississippi
$937K
PWA
1582
Pitcairn Wealth Advisors
Pennsylvania
$937K
CWM
1583
Centurion Wealth Management
Virginia
$934K
GWM
1584
Greenhouse Wealth Management
Connecticut
$933K
CGFA
1585
Colton Groome Financial Advisors
North Carolina
$933K
YIH
1586
Y-Intercept (HK)
Hong Kong
$932K
RLWM
1587
RF&L Wealth Management
Massachusetts
$931K
FB
1588
First Bancorp
Maine
$931K
EIA
1589
Edgemoor Investment Advisors
Maryland
$927K
IA
1590
Insight Advisors
Pennsylvania
$921K
MEAC
1591
M.E. Allison & Co
Texas
$918K
TWM
1592
Trueblood Wealth Management
Ohio
$917K
ACA
1593
American Capital Advisory
Idaho
$912K
CG
1594
Corundum Group
Colorado
$912K
CA
1595
Claro Advisors
Massachusetts
$911K
TSW
1596
Three Seasons Wealth
Utah
$910K
RIS
1597
Richmond Investment Services
Wisconsin
$908K
SM
1598
Sensible Money
Arizona
$906K
LIM
1599
Loudon Investment Management
New Hampshire
$906K
HNWA
1600
Henrickson Nauta Wealth Advisors
Michigan
$903K