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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
BO
1651
Bank OZK
Arkansas
$808K
AWA
1652
Acorn Wealth Advisors
Michigan
$808K
EPW
1653
Evolve Private Wealth
California
$807K
LCC
1654
Lincoln Capital Corp
Rhode Island
$805K
AA
1655
Advisory Alpha
Michigan
$797K
M
1656
MOTCO
Texas
$793K
MWM
1657
Mosley Wealth Management
California
$789K
SNB
1658
Security National Bank
Nebraska
$789K
AL
1659
ADE LLC
Maryland
$787K
GCA
1660
Gradient Capital Advisors
California
$787K
CL
1661
CVFG LLC
Indiana
$786K
HFW
1662
Horizon Family Wealth
Illinois
$785K
GIP
1663
Granite Investment Partners
California
$785K
ClearBridge Investments
1664
ClearBridge Investments
New York
$784K
SPIO
1665
Seven Post Investment Office
California
$783K
SCA
1666
Stokes Capital Advisors
South Carolina
$781K
TI
1667
Truepoint Inc
Ohio
$780K
SWP
1668
Strategic Wealth Partners
Ohio
$780K
CFO
1669
Collective Family Office
Pennsylvania
$779K
NG
1670
Navigation Group
California
$778K
LW
1671
Livet Wealth
Utah
$778K
PTB
1672
Pioneer Trust Bank
Oregon
$778K
KFI
1673
Key Financial Inc
Pennsylvania
$777K
WPC
1674
White Pine Capital
Minnesota
$776K
EAN
1675
Excelsior Advisor Network
Colorado
$773K