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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
COFSG
1951
Carbahal Olsen Financial Services Group
California
$471K
FVCM
1952
F&V Capital Management
Florida
$469K
LF
1953
LifeSteps Financial
California
$467K
CTWM
1954
Cherry Tree Wealth Management
Minnesota
$467K
TFA
1955
Toth Financial Advisory
Virginia
$466K
AWG
1956
Altus Wealth Group
Colorado
$466K
NPA
1957
Nichols & Pratt Advisers
Massachusetts
$465K
NCM
1958
NCM Capital Management
New Jersey
$463K
T. Rowe Price Associates
1959
T. Rowe Price Associates
Maryland
$463K
HWM
1960
Howard Wealth Management
Connecticut
$462K
GAMC
1961
Garner Asset Management Corp
Texas
$461K
HFS
1962
Haverford Financial Services
Pennsylvania
$460K
WIM
1963
WealthPlan Investment Management
Nebraska
$459K
BL
1964
BFSG LLC
California
$458K
BWP
1965
BlueStem Wealth Partners
Minnesota
$458K
AA
1966
Ashford Advisors
New York
$458K
EFG
1967
Everest Financial Group
Minnesota
$458K
ST
1968
Somerset Trust
Pennsylvania
$458K
KL
1969
KWMG LLC
Kansas
$456K
ST
1970
Sentinel Trust
Texas
$456K
HZ
1971
Hixon Zuercher
Ohio
$454K
RBC
1972
Roble Belko & Company
Pennsylvania
$454K
CFP
1973
Cascade Financial Partners
California
$450K
PWC
1974
Pathfinder Wealth Consulting
North Carolina
$448K
RDWM
1975
Red Door Wealth Management
Tennessee
$446K