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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
SWA
1926
Strategies Wealth Advisors
Michigan
$510K
WIC
1927
Woodmont Investment Counsel
Tennessee
$508K
MAMG
1928
Milestone Asset Management Group
Connecticut
$507K
AWMG
1929
ADG Wealth Management Group
Louisiana
$506K
AP
1930
Appleton Partners
Massachusetts
$506K
ATS
1931
Ashton Thomas Securities
New York
$505K
IIC
1932
Ironwood Investment Counsel
Arizona
$505K
BPW
1933
BlueDoor Private Wealth
Massachusetts
$504K
HCM
1934
Hollencrest Capital Management
California
$504K
VA
1935
Vident Advisory
Georgia
$503K
SFO
1936
Stokes Family Office
Louisiana
$502K
FCH
1937
Freestone Capital Holdings
Washington
$501K
GCL
1938
Gouws Capital LLC
North Carolina
$500K
PSA
1939
Plum Street Advisors
Louisiana
$498K
LG
1940
LAM Group
Oregon
$497K
FI
1941
FWG Investments
Kentucky
$496K
EV
1942
EJMK Ventures
Illinois
$494K
PWS
1943
Proactive Wealth Strategies
Georgia
$493K
DE
1944
Diversified Enterprises
Delaware
$493K
PIA
1945
Polaris Investment Advisors
Massachusetts
$493K
FPB
1946
First PREMIER Bank
South Dakota
$493K
CWA
1947
Clarity Wealth Advisors
California
$492K
DWML
1948
Decker Wealth Management LLC
Tennessee
$492K
KWS
1949
Keystone Wealth Services
California
$491K
AA
1950
Aufman Associates
Pennsylvania
$490K