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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
BWM
1701
BigSur Wealth Management
Florida
$735K
LCM
1702
Lazari Capital Management
California
$734K
RZH
1703
Relyea Zuckerberg Hanson
Connecticut
$731K
MWA
1704
Meridian Wealth Advisors
Texas
$731K
AWA
1705
Argos Wealth Advisors
California
$730K
HIP
1706
Harrell Investment Partners
Texas
$729K
NAG
1707
Northstar Advisory Group
New Jersey
$729K
MLL
1708
Moody Lynn & Lieberson
Massachusetts
$729K
FHC
1709
First Heartland Consultants
Missouri
$728K
MWA
1710
Motive Wealth Advisors
Michigan
$723K
TF
1711
Tandem Financial
Colorado
$722K
KA
1712
Kearns & Associates
California
$722K
DWM
1713
Daner Wealth Management
Georgia
$722K
AIFAIM
1714
American Institute for Advanced Investment Management
Arizona
$722K
CIM
1715
Cambria Investment Management
California
$721K
AAMA
1716
Advanced Asset Management Advisors
Ohio
$719K
GC
1717
GatePass Capital
Ohio
$717K
DSA
1718
Droms Strauss Advisors
Missouri
$715K
CWGL
1719
Cedrus Wealth Group LLC
Minnesota
$715K
CCM
1720
Crew Capital Management
Ohio
$712K
PFA
1721
Professional Financial Advisors
Nebraska
$711K
DFG
1722
Dupree Financial Group
Kentucky
$710K
AWM
1723
Adams Wealth Management
Utah
$710K
CI
1724
CacheTech Inc
Utah
$710K
JC
1725
JB Capital
Connecticut
$710K