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iShares Core S&P Small-Cap ETF

2,709 hedge funds and large institutions have $68.6B invested in iShares Core S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,082 increasing their positions, 1,133 reducing their positions, and 105 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: $ → $

0.11% more ownership

Funds ownership: 74.34%74.44% (+0.11%)

0% less funds holding

Funds holding: 2,7122,709 (-3)

5% less repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 1,133

Holders
2,709
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
KA
1901
Kooman & Associates
Pennsylvania
$518K
KFAS
1902
Keating Financial Advisory Services
Kansas
$518K
EWM
1903
EPG Wealth Management
Georgia
$517K
MWA
1904
Medallion Wealth Advisors
Connecticut
$516K
FPL
1905
Fortress Private Ledger
North Carolina
$516K
SA
1906
Sovran Advisors
California
$514K
HWA
1907
HighRoad Wealth Advisors
Oregon
$511K
BCA
1908
Ballentine Capital Advisors
South Carolina
$510K
SWA
1909
Strategies Wealth Advisors
Michigan
$510K
WIC
1910
Woodmont Investment Counsel
Tennessee
$508K
MAMG
1911
Milestone Asset Management Group
Connecticut
$507K
AWMG
1912
ADG Wealth Management Group
Louisiana
$506K
AP
1913
Appleton Partners
Massachusetts
$506K
ATS
1914
Ashton Thomas Securities
New York
$505K
IIC
1915
Ironwood Investment Counsel
Arizona
$505K
BPW
1916
BlueDoor Private Wealth
Massachusetts
$504K
HCM
1917
Hollencrest Capital Management
California
$504K
VA
1918
Vident Advisory
Georgia
$503K
SFO
1919
Stokes Family Office
Louisiana
$502K
FCH
1920
Freestone Capital Holdings
Washington
$501K
GCL
1921
Gouws Capital LLC
North Carolina
$500K
PSA
1922
Plum Street Advisors
Louisiana
$498K
LG
1923
LAM Group
Oregon
$497K
FI
1924
FWG Investments
Kentucky
$496K
EV
1925
EJMK Ventures
Illinois
$494K