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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
QP
1826
Quartz Partners
New York
$595K
NRG
1827
Nemes Rush Group
Michigan
$595K
FFA
1828
Fortune Financial Advisors
Kansas
$594K
BBPWM
1829
Blue Bell Private Wealth Management
Pennsylvania
$593K
LWM
1830
Lakeridge Wealth Management
Ohio
$593K
MPW
1831
MASECO Private Wealth
$591K
AA
1832
Argent Advisors
Louisiana
$587K
KFS
1833
Kelly Financial Services
Massachusetts
$587K
CCT
1834
Capital City Trust
Florida
$586K
RWA
1835
River Wealth Advisors
Pennsylvania
$586K
LWM
1836
Liberty Wealth Management
California
$585K
BWP
1837
Balboa Wealth Partners
Arizona
$584K
SPW
1838
Stillwater Private Wealth
Pennsylvania
$584K
BF
1839
Bonfire Financial
Colorado
$584K
NSIM
1840
North Star Investment Management
Illinois
$583K
JWM
1841
JGP Wealth Management
Oregon
$582K
CF
1842
Claris Financial
Virginia
$582K
IWS
1843
Insight Wealth Strategies
California
$581K
MCM
1844
MV Capital Management
Maryland
$580K
SWM
1845
SFG Wealth Management
Maryland
$580K
FF
1846
Finley Financial
Nevada
$579K
BTWM
1847
Baker Tilly Wealth Management
Wisconsin
$579K
AFP
1848
Arnold Financial Planning
Iowa
$579K
COCM
1849
Charter Oak Capital Management
New Hampshire
$577K
MA
1850
Modus Advisors
Minnesota
$576K