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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
ULWM
1751
Upper Left Wealth Management
Florida
$688K
CG
1752
Cynosure Group
Utah
$687K
SAM
1753
S.A. Mason
Michigan
$687K
BW
1754
Balance Wealth
Ohio
$686K
CFD
1755
Creative Financial Designs
Indiana
$684K
HA
1756
HFG Advisors
Ohio
$683K
BRPW
1757
Ballast Rock Private Wealth
South Carolina
$682K
BWL
1758
Bogart Wealth LLC
Virginia
$681K
GF
1759
GGM Financials
Ohio
$680K
AAG
1760
Armstrong Advisory Group
Massachusetts
$678K
SAM
1761
SP Asset Management
California
$677K
PRAG
1762
Portfolio Resources Advisor Group
Florida
$676K
AIS
1763
American Investment Services
Massachusetts
$676K
YWM
1764
Yukon Wealth Management
Kansas
$674K
OFG
1765
Oxford Financial Group
Indiana
$673K
RWP
1766
Ridgeline Wealth Planning
Ohio
$673K
S
1767
Sunpointe
Missouri
$671K
AIM
1768
Alhambra Investment Management
Florida
$667K
CP
1769
Clarendon Private
Massachusetts
$665K
CWM
1770
Concentrum Wealth Management
California
$665K
LNB
1771
Ledyard National Bank
$664K
HPM
1772
Hoxton Planning & Management
West Virginia
$664K
WA
1773
Waddell & Associates
Tennessee
$664K
CAM
1774
Costello Asset Management
Pennsylvania
$664K
SEEDPG
1775
S.E.E.D. Planning Group
New York
$663K