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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
AWA
2001
Asempa Wealth Advisors
Louisiana
$437K
TW
2002
Towerpoint Wealth
California
$437K
RCA
2003
Riverview Capital Advisers
Massachusetts
$436K
PFA
2004
Portland Financial Advisors
New York
$436K
EFG
2005
Everhart Financial Group
Ohio
$436K
SFP
2006
Shepherd Financial Partners
Massachusetts
$435K
WAG
2007
Wiser Advisor Group
Arizona
$435K
AIP
2008
ARS Investment Partners
New York
$435K
RWFS
2009
Rayburn West Financial Services
Tennessee
$435K
TVM
2010
True Vision MN
Minnesota
$434K
TH
2011
Team Hewins
California
$433K
SI
2012
Stirlingshire Investments
New York
$433K
SCM
2013
Sterling Capital Management
North Carolina
$432K
WH
2014
Willner & Heller
California
$430K
WC
2015
Woodstock Corp
Massachusetts
$429K
MFP
2016
Meramec Financial Planners
Missouri
$428K
PFA
2017
Petra Financial Advisors
Colorado
$426K
OWM
2018
Orgel Wealth Management
Wisconsin
$426K
DWM
2019
DKM Wealth Management
California
$425K
BTD
2020
BankPlus Trust Department
Mississippi
$424K
PNFS
2021
PW Nova Financial Services
Pennsylvania
$424K
MFGM
2022
Marshall Financial Group (Maryland)
Maryland
$424K
FM
2023
Foster & Motley
Ohio
$422K
PCM
2024
Poehling Capital Management
Wisconsin
$422K
BI
2025
Ballast Inc
Kentucky
$420K