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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
SWM
151
Stockman Wealth Management
Montana
$47.1M
TCIIS
152
TIAA-CREF Individual & Institutional Services
New York
$46.9M
CIA
153
Concurrent Investment Advisors
Florida
$46.9M
CTA
154
Chesley Taft & Associates
Illinois
$46M
IA
155
IFG Advisors
Missouri
$45.6M
BCM
156
Becker Capital Management
Oregon
$45.5M
Mackenzie Financial
157
Mackenzie Financial
Ontario, Canada
$45.4M
VCM
158
Vision Capital Management
Oregon
$45.2M
UBV
159
United Bank (Virginia)
Virginia
$45.1M
MA
160
MCF Advisors
Kentucky
$45M
FAM
161
Frontier Asset Management
Wyoming
$44.6M
OCG
162
Opus Capital Group
Ohio
$44.4M
SA
163
Sanctuary Advisors
Indiana
$44M
PA
164
Planning Alternatives
Michigan
$43.8M
BP
165
Ballentine Partners
Massachusetts
$43.1M
PRA
166
Pine Ridge Advisers
New York
$42.8M
TC
167
Trilogy Capital
California
$42.6M
FFBTD
168
First Financial Bank - Trust Division
Ohio
$42.3M
BCI
169
Brinker Capital Investments
Pennsylvania
$41.9M
AWA
170
Amplius Wealth Advisors
Pennsylvania
$41.8M
ERWM
171
Elk River Wealth Management
Colorado
$41.7M
WTC
172
WhitTier Trust Company
Nevada
$41.2M
SIC
173
Shoker Investment Counsel
Ohio
$40.7M
SFS
174
Summit Financial Strategies
Ohio
$40.2M
EWA
175
EP Wealth Advisors
California
$40.2M