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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
OWM
2001
Orgel Wealth Management
Wisconsin
$426K
DWM
2002
DKM Wealth Management
California
$425K
BTD
2003
BankPlus Trust Department
Mississippi
$424K
PNFS
2004
PW Nova Financial Services
Pennsylvania
$424K
MFGM
2005
Marshall Financial Group (Maryland)
Maryland
$424K
FM
2006
Foster & Motley
Ohio
$422K
PCM
2007
Poehling Capital Management
Wisconsin
$422K
BI
2008
Ballast Inc
Kentucky
$420K
PWMG
2009
Private Wealth Management Group
New Jersey
$418K
LA
2010
LexAurum Advisors
Kansas
$418K
WHG
2011
Westwood Holdings Group
Texas
$418K
PA
2012
PSI Advisors
Florida
$417K
TMWM
2013
Taylor & Morgan Wealth Management
Michigan
$417K
B
2014
Bensler
Washington
$415K
IWN
2015
Independent Wealth Network
Iowa
$414K
CFA
2016
Capstone Financial Advisors
Illinois
$414K
FEG
2017
Fund Evaluation Group
Ohio
$414K
SCA
2018
Stonebridge Capital Advisors
Minnesota
$413K
First Trust Advisors
2019
First Trust Advisors
Illinois
$412K
TAM
2020
TCP Asset Management
Ohio
$412K
RCM
2021
Radnor Capital Management
Pennsylvania
$411K
SWTS
2022
Stonehaven Wealth & Tax Solutions
Wisconsin
$411K
MFPI
2023
Midwest Financial Partners Investments
Minnesota
$411K
TFA
2024
Teamwork Financial Advisors
Texas
$410K
BST
2025
Bath Savings Trust
Maine
$408K